-83.2%
BOLD vs VT
+49.3%
-132.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.8% |
| 7D | -4.0% | -0.3% | -3.7% | -3.8% |
| 30D | -7.7% | -1.4% | -6.3% | -6.5% |
| 3M | -11.3% | -1.4% | -9.9% | -10.2% |
| 6M | +52.9% | +5.5% | +47.4% | +40.6% |
| YTD | +100.0% | +12.8% | +87.2% | +66.9% |
| 1Y | +84.6% | +15.4% | +69.2% | +48.3% |
| All | -83.2% | +49.3% | -132.4% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling