+239.6%
BOAT vs VOO
+85.3%
+154.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.6% |
| 7D | +0.3% | +3.3% | -2.9% | -2.0% |
| 30D | -13.0% | -2.7% | -10.3% | -11.3% |
| 3M | +9.9% | -1.7% | +11.7% | +11.3% |
| 6M | +17.6% | +3.1% | +14.5% | +14.7% |
| YTD | +60.2% | +11.9% | +48.2% | +47.1% |
| 1Y | +59.1% | +12.1% | +47.1% | +45.9% |
| 3Y | +131.3% | +78.6% | +52.7% | +47.9% |
| 5Y | +201.6% | +73.8% | +127.8% | +98.9% |
| All | +239.6% | +85.3% | +154.4% | +104.4% |
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