-98.9%
BOLT vs VOO
+80.3%
-179.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.9% |
| 7D | -4.2% | -2.0% | -2.3% | -2.6% |
| 30D | -6.3% | -1.7% | -4.6% | -5.0% |
| 3M | -15.8% | +4.7% | -20.5% | -19.5% |
| 6M | -12.4% | +12.6% | -25.0% | -21.4% |
| YTD | -31.8% | +11.8% | -43.5% | -38.3% |
| 1Y | -29.2% | +17.5% | -46.7% | -38.7% |
| 3Y | -83.2% | +77.0% | -160.2% | -90.0% |
| 5Y | -98.9% | +82.6% | -181.5% | -99.3% |
| All | -98.9% | +80.3% | -179.2% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling