-98.3%
BODI vs VT
+66.2%
-164.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | +0.2% | +1.0% | -0.8% | -1.3% |
| 30D | -44.8% | -0.2% | -44.6% | -44.5% |
| 3M | -42.2% | +4.5% | -46.7% | -45.7% |
| 6M | -31.1% | +14.1% | -45.1% | -43.0% |
| YTD | -45.0% | +14.8% | -59.7% | -55.1% |
| 1Y | +3.1% | +21.2% | -18.1% | -22.9% |
| 3Y | -70.8% | +76.6% | -147.3% | -88.3% |
| 5Y | -98.3% | +66.6% | -164.9% | -99.2% |
| All | -98.3% | +66.2% | -164.5% | -99.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling