+154.0%
BOLD vs VOO
+20.9%
+133.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +2.5% | +0.1% | +2.4% | +2.5% |
| 3M | +95.2% | +2.0% | +93.2% | +98.8% |
| 6M | +151.8% | +13.0% | +138.7% | +137.7% |
| YTD | +139.2% | +13.6% | +125.6% | +125.0% |
| 1Y | +154.0% | +20.1% | +133.9% | +136.5% |
| All | +154.0% | +20.9% | +133.1% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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