-99.4%
BOLT vs VT
+86.7%
-186.1%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.2% | +0.4% | +1.8% | +1.7% |
| 30D | -1.3% | +1.0% | -2.2% | -2.2% |
| 3M | -18.1% | +2.4% | -20.4% | -20.2% |
| 6M | -12.6% | +12.0% | -24.6% | -22.4% |
| YTD | -28.7% | +15.3% | -44.0% | -38.4% |
| 1Y | -19.4% | +22.6% | -42.0% | -34.5% |
| 3Y | -81.9% | +74.7% | -156.6% | -89.8% |
| 5Y | -99.0% | +66.1% | -165.1% | -99.3% |
| All | -99.4% | +86.7% | -186.1% | -99.7% |
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