-54.9%
BODI vs VT
+74.0%
-128.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.4% |
| 7D | -20.4% | +2.4% | -22.7% | -22.2% |
| 30D | -25.9% | -1.5% | -24.4% | -25.3% |
| 3M | -48.2% | -4.1% | -44.0% | -46.4% |
| 6M | -73.2% | +0.6% | -73.7% | -73.3% |
| YTD | -67.3% | +11.0% | -78.4% | -70.3% |
| 1Y | -44.6% | +13.3% | -57.9% | -50.7% |
| 3Y | -54.9% | +73.4% | -128.3% | -33.9% |
| All | -54.9% | +74.0% | -128.9% | -33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling