+16.9%
BOH vs VT
+221.8%
-204.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | -0.2% | +2.4% | -2.6% | -2.6% |
| 30D | +5.6% | -1.5% | +7.1% | +7.0% |
| 3M | -12.2% | -4.1% | -8.1% | -8.7% |
| 6M | -6.6% | +0.6% | -7.2% | -8.1% |
| YTD | +4.4% | +11.0% | -6.6% | -7.7% |
| 1Y | +9.3% | +13.3% | -4.0% | -5.5% |
| 3Y | +50.8% | +73.4% | -22.6% | -17.4% |
| 5Y | -1.3% | +57.4% | -58.7% | -39.8% |
| All | +16.9% | +221.8% | -204.8% | -68.0% |
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