-83.1%
BOLD vs VT
+43.2%
-126.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +4.1% |
| 7D | -2.8% | -4.2% | +1.3% | +0.8% |
| 30D | -6.2% | -5.8% | -0.4% | -1.1% |
| 3M | -13.9% | -5.2% | -8.7% | -9.8% |
| 6M | +53.5% | +0.1% | +53.4% | +48.5% |
| YTD | +100.8% | +8.2% | +92.6% | +73.8% |
| 1Y | +91.3% | +10.1% | +81.1% | +60.7% |
| All | -83.1% | +43.2% | -126.3% | -90.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling