+147.8%
BOLD vs VOO
+18.9%
+129.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.4% |
| 7D | -1.4% | -0.4% | -1.0% | -1.4% |
| 30D | +1.1% | -1.4% | +2.4% | +1.0% |
| 3M | +103.6% | +3.7% | +99.9% | +102.5% |
| 6M | +150.0% | +13.0% | +137.0% | +134.7% |
| YTD | +137.5% | +12.4% | +125.1% | +123.1% |
| 1Y | +147.8% | +18.6% | +129.2% | +127.4% |
| All | +147.8% | +18.9% | +129.0% | +127.4% |
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