-36.3%
BOC vs VT
+181.5%
-217.8%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.5% |
| 7D | +9.9% | -0.3% | +10.2% | +10.2% |
| 30D | +6.1% | -1.4% | +7.5% | +7.4% |
| 3M | -3.9% | -1.4% | -2.5% | -2.9% |
| 6M | +15.7% | +5.5% | +10.2% | +9.4% |
| YTD | +13.3% | +12.8% | +0.5% | +0.1% |
| 1Y | +11.5% | +15.4% | -3.9% | -3.9% |
| 3Y | -7.2% | +76.9% | -84.0% | -47.8% |
| 5Y | -61.4% | +60.4% | -121.8% | -76.0% |
| All | -36.3% | +181.5% | -217.8% | -69.7% |
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