+195.8%
BOAT vs VOO
+82.3%
+113.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.1% |
| 7D | +4.0% | +0.5% | +3.4% | +3.6% |
| 30D | +13.9% | -0.9% | +14.9% | +14.7% |
| 3M | +26.5% | +3.9% | +22.7% | +23.0% |
| 6M | +29.7% | +14.5% | +15.1% | +17.2% |
| YTD | +66.2% | +13.0% | +53.3% | +51.7% |
| 1Y | +65.9% | +19.4% | +46.5% | +45.2% |
| 3Y | +142.3% | +78.9% | +63.4% | +54.9% |
| 5Y | +195.8% | +82.3% | +113.5% | +85.2% |
| All | +195.8% | +82.3% | +113.5% | +85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling