-99.0%
BOLT vs VT
+75.2%
-174.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.6% | +1.4% |
| 7D | +0.3% | -4.2% | +4.5% | +4.2% |
| 30D | +81.8% | -5.8% | +87.6% | +92.1% |
| 3M | +61.5% | -5.2% | +66.8% | +69.6% |
| 6M | +36.9% | +0.1% | +36.8% | +35.7% |
| YTD | +16.7% | +8.2% | +8.4% | +6.8% |
| 1Y | +31.0% | +10.1% | +20.9% | +17.8% |
| 3Y | -69.0% | +69.7% | -138.7% | -82.2% |
| 5Y | -97.3% | +53.4% | -150.7% | -98.1% |
| All | -99.0% | +75.2% | -174.2% | -99.4% |
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