+14.3%
BOEU vs VT
+44.8%
-30.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +2.2% | +0.4% | +1.7% | +1.2% |
| 30D | -23.0% | +1.0% | -24.0% | -24.6% |
| 3M | -9.6% | +2.4% | -12.0% | -13.8% |
| 6M | -22.7% | +12.0% | -34.7% | -38.9% |
| YTD | -17.5% | +15.3% | -32.9% | -38.9% |
| 1Y | -31.8% | +22.6% | -54.4% | -54.5% |
| All | +14.3% | +44.8% | -30.6% | -42.1% |
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