+108.3%
BOLD vs VOO
+12.1%
+96.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +1.6% | +2.6% | -0.9% | +1.8% |
| 30D | +4.6% | -2.0% | +6.6% | +4.4% |
| 3M | -9.9% | -2.8% | -7.1% | -10.2% |
| 6M | +62.3% | +2.2% | +60.2% | +63.8% |
| YTD | +108.3% | +11.5% | +96.8% | +96.9% |
| 1Y | +108.3% | +13.5% | +94.8% | +95.9% |
| All | +108.3% | +12.1% | +96.2% | +95.9% |
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