+14.4%
BOBS vs VT
+6.0%
+8.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.3% | +11.4% |
| 7D | +18.5% | -4.2% | +22.7% | +24.5% |
| 30D | +32.6% | -5.8% | +38.4% | +43.1% |
| 3M | +3.6% | -5.2% | +8.8% | +11.0% |
| 6M | +94.1% | +0.1% | +94.0% | +85.9% |
| All | +14.4% | +6.0% | +8.4% | -5.8% |
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