-46.0%
BOEG vs VT
+27.0%
-73.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.4% |
| 7D | -2.5% | +2.4% | -4.9% | -7.4% |
| 30D | -16.4% | -1.5% | -14.9% | -14.2% |
| 3M | -48.1% | -4.1% | -44.0% | -43.2% |
| 6M | -55.6% | +0.6% | -56.2% | -56.2% |
| YTD | -49.4% | +11.0% | -60.5% | -60.0% |
| 1Y | -39.1% | +13.3% | -52.4% | -53.9% |
| All | -46.0% | +27.0% | -73.0% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling