-79.9%
BOLD vs VOO
+51.4%
-131.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +2.5% | +0.1% | +2.4% | +2.4% |
| 3M | +95.2% | +2.0% | +93.2% | +90.4% |
| 6M | +151.8% | +13.0% | +138.7% | +116.1% |
| YTD | +139.2% | +13.6% | +125.6% | +103.6% |
| 1Y | +154.0% | +20.1% | +133.9% | +99.4% |
| All | -79.9% | +51.4% | -131.3% | -88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling