-82.7%
BOLD vs VT
+48.2%
-131.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.6% |
| 7D | +2.5% | -0.7% | +3.2% | +3.0% |
| 30D | -3.5% | -1.7% | -1.8% | -2.1% |
| 3M | -10.5% | -2.3% | -8.2% | -8.8% |
| 6M | +58.7% | +1.5% | +57.2% | +53.2% |
| YTD | +105.0% | +12.0% | +93.0% | +71.9% |
| 1Y | +95.2% | +12.9% | +82.4% | +61.5% |
| All | -82.7% | +48.2% | -131.0% | -90.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling