+29.4%
BOLT vs VT
+11.9%
+17.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.0% |
| 7D | -7.0% | +2.4% | -9.4% | -8.0% |
| 30D | +52.8% | -1.5% | +54.3% | +54.0% |
| 3M | +89.4% | -4.1% | +93.5% | +93.9% |
| 6M | +25.9% | +0.6% | +25.3% | +25.6% |
| YTD | +11.2% | +11.0% | +0.2% | +8.7% |
| 1Y | +29.4% | +13.3% | +16.0% | +24.8% |
| All | +29.4% | +11.9% | +17.5% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling