-99.0%
BOLT vs VT
+75.6%
-174.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.3% |
| 7D | -0.8% | -2.3% | +1.6% | +1.4% |
| 30D | +81.7% | -5.0% | +86.6% | +90.4% |
| 3M | +69.0% | -4.9% | +73.9% | +76.8% |
| 6M | +42.5% | -1.5% | +44.0% | +43.7% |
| YTD | +19.6% | +8.5% | +11.1% | +9.2% |
| 1Y | +36.8% | +11.4% | +25.4% | +21.6% |
| 3Y | -67.3% | +70.1% | -137.4% | -81.3% |
| 5Y | -97.2% | +53.7% | -151.0% | -98.1% |
| All | -99.0% | +75.6% | -174.6% | -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