+262.1%
BOAT vs VT
+63.9%
+198.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.8% | -1.6% | -0.2% | -0.5% |
| 30D | -2.3% | -2.5% | +0.1% | -0.3% |
| 3M | +17.7% | -1.3% | +19.0% | +18.9% |
| 6M | +28.9% | +3.1% | +25.8% | +25.0% |
| YTD | +70.8% | +10.9% | +59.8% | +55.3% |
| 1Y | +72.6% | +12.1% | +60.6% | +55.5% |
| 3Y | +139.7% | +73.9% | +65.8% | +45.2% |
| 5Y | +212.3% | +58.0% | +154.3% | +114.0% |
| All | +262.1% | +63.9% | +198.3% | +132.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling