-58.3%
BOOM vs VT
+69.7%
-128.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.0% |
| 7D | -25.0% | -2.3% | -22.7% | -22.9% |
| 30D | +20.9% | -5.0% | +25.8% | +28.2% |
| 3M | -6.8% | -4.9% | -1.9% | -1.0% |
| 6M | -5.1% | -1.5% | -3.6% | -3.2% |
| YTD | +4.8% | +8.5% | -3.7% | -4.6% |
| 1Y | +13.2% | +11.4% | +1.9% | +0.1% |
| 3Y | -58.3% | +70.1% | -128.3% | -80.7% |
| All | -58.3% | +69.7% | -128.0% | -80.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling