-79.9%
BOLD vs VT
+52.6%
-132.5%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.4% | +0.4% | +1.0% | +0.9% |
| 30D | +2.5% | +1.0% | +1.5% | +1.5% |
| 3M | +95.2% | +2.4% | +92.9% | +88.9% |
| 6M | +151.8% | +12.0% | +139.8% | +115.7% |
| YTD | +139.2% | +15.3% | +123.8% | +95.5% |
| 1Y | +154.0% | +22.6% | +131.4% | +87.9% |
| All | -79.9% | +52.6% | -132.5% | -89.3% |
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