-36.6%
BOEU vs VT
+13.3%
-49.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | -1.0% |
| 7D | -3.1% | -0.7% | -2.4% | -1.8% |
| 30D | -17.7% | -1.7% | -16.0% | -14.9% |
| 3M | -47.3% | -2.3% | -45.0% | -44.7% |
| 6M | -52.8% | +1.5% | -54.3% | -54.4% |
| YTD | -47.0% | +12.0% | -59.0% | -59.3% |
| 1Y | -36.6% | +12.9% | -49.5% | -52.2% |
| All | -36.6% | +13.3% | -49.9% | -52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling