-98.9%
BODI vs VT
+89.6%
-188.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | +0.2% | +1.0% | -0.8% | -1.2% |
| 30D | -44.8% | -0.2% | -44.6% | -44.5% |
| 3M | -42.2% | +4.5% | -46.7% | -45.5% |
| 6M | -31.1% | +14.1% | -45.1% | -42.5% |
| YTD | -45.0% | +14.8% | -59.7% | -54.7% |
| 1Y | +3.1% | +21.2% | -18.1% | -21.9% |
| 3Y | -70.8% | +76.6% | -147.3% | -87.7% |
| 5Y | -98.3% | +66.6% | -164.9% | -99.2% |
| All | -98.9% | +89.6% | -188.5% | -99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling