-97.2%
BOIL vs VT
+69.4%
-166.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | -1.2% |
| 7D | +2.1% | -4.2% | +6.3% | +1.6% |
| 30D | -21.2% | -5.8% | -15.4% | -21.8% |
| 3M | -14.1% | -5.2% | -8.8% | -14.7% |
| 6M | -37.0% | +0.1% | -37.1% | -36.8% |
| YTD | -64.0% | +8.2% | -72.2% | -64.0% |
| 1Y | -73.7% | +10.1% | -83.8% | -73.8% |
| All | -97.2% | +69.4% | -166.6% | -97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling