-46.7%
BOOM vs VT
+221.8%
-268.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | +11.7% | +2.4% | +9.3% | +9.0% |
| 30D | +46.1% | -1.5% | +47.6% | +49.2% |
| 3M | +4.8% | -4.1% | +8.9% | +10.9% |
| 6M | +6.1% | +0.6% | +5.5% | +6.0% |
| YTD | +17.0% | +11.0% | +6.0% | +3.1% |
| 1Y | +33.4% | +13.3% | +20.0% | +14.6% |
| 3Y | -50.9% | +73.4% | -124.3% | -74.9% |
| 5Y | -81.6% | +57.4% | -139.0% | -89.2% |
| All | -46.7% | +221.8% | -268.5% | -87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling