-73.7%
BOIL vs VT
+10.7%
-84.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | -5.1% |
| 7D | +2.1% | -4.2% | +6.3% | -2.6% |
| 30D | -21.2% | -5.8% | -15.4% | -26.6% |
| 3M | -14.1% | -5.2% | -8.8% | -19.3% |
| 6M | -37.0% | +0.1% | -37.1% | -34.3% |
| YTD | -64.0% | +8.2% | -72.2% | -58.8% |
| 1Y | -73.7% | +10.1% | -83.8% | -69.6% |
| All | -73.7% | +10.7% | -84.4% | -69.6% |
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