+26.5%
BOOM vs VT
+12.5%
+14.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.7% |
| 7D | -12.3% | -0.1% | -12.2% | -11.8% |
| 30D | +37.3% | -3.1% | +40.3% | +42.7% |
| 3M | +4.2% | -3.5% | +7.7% | +9.0% |
| 6M | +4.4% | +0.5% | +4.0% | +4.4% |
| YTD | +16.1% | +10.8% | +5.4% | +4.2% |
| 1Y | +26.5% | +11.9% | +14.7% | +11.5% |
| All | +26.5% | +12.5% | +14.1% | +11.5% |
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