+254.0%
BOAT vs VOO
+86.1%
+168.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.8% |
| 7D | +3.3% | -0.4% | +3.7% | +3.6% |
| 30D | +15.1% | -1.4% | +16.5% | +16.3% |
| 3M | +27.3% | +3.7% | +23.6% | +23.8% |
| 6M | +27.8% | +13.0% | +14.8% | +16.6% |
| YTD | +67.0% | +12.4% | +54.5% | +52.9% |
| 1Y | +67.0% | +18.6% | +48.4% | +46.9% |
| 3Y | +143.4% | +78.1% | +65.3% | +55.9% |
| 5Y | +190.5% | +82.3% | +108.2% | +78.9% |
| All | +254.0% | +86.1% | +168.0% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling