-99.4%
BOLT vs VOO
+112.8%
-212.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.0% | +5.2% |
| 7D | +1.3% | -0.8% | +2.1% | +2.0% |
| 30D | +14.5% | -1.1% | +15.6% | +15.6% |
| 3M | -17.2% | +3.9% | -21.1% | -20.3% |
| 6M | -4.4% | +13.6% | -18.0% | -14.9% |
| YTD | -27.8% | +12.7% | -40.5% | -35.2% |
| 1Y | -25.0% | +17.6% | -42.6% | -35.2% |
| 3Y | -81.4% | +77.3% | -158.7% | -89.0% |
| 5Y | -98.8% | +84.1% | -182.9% | -99.3% |
| All | -99.4% | +112.8% | -212.2% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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