-82.7%
BOLD vs VT
+43.5%
-126.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.9% |
| 7D | -0.4% | -2.3% | +1.9% | +1.5% |
| 30D | -6.8% | -5.0% | -1.9% | -2.6% |
| 3M | -13.4% | -4.9% | -8.5% | -9.5% |
| 6M | +55.7% | -1.5% | +57.2% | +54.4% |
| YTD | +105.0% | +8.5% | +96.5% | +77.0% |
| 1Y | +95.2% | +11.4% | +83.9% | +61.4% |
| All | -82.7% | +43.5% | -126.3% | -90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling