-27.5%
BOEU vs VT
+36.2%
-63.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.4% |
| 7D | +1.9% | -2.3% | +4.2% | +6.8% |
| 30D | -17.6% | -5.0% | -12.7% | -8.6% |
| 3M | -47.7% | -4.9% | -42.8% | -42.0% |
| 6M | -50.1% | -1.5% | -48.5% | -48.4% |
| YTD | -47.7% | +8.5% | -56.1% | -56.0% |
| 1Y | -38.2% | +11.4% | -49.6% | -50.9% |
| All | -27.5% | +36.2% | -63.7% | -58.2% |
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 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