+9.9%
BOOT vs VT
+53.4%
-43.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.2% | -5.9% | -6.0% |
| 7D | -1.0% | -2.3% | +1.3% | +2.9% |
| 30D | +7.0% | -5.0% | +12.0% | +16.0% |
| 3M | -20.2% | -4.9% | -15.3% | -13.5% |
| 6M | -23.8% | -1.5% | -22.3% | -22.2% |
| YTD | -25.8% | +8.5% | -34.3% | -35.7% |
| 1Y | -28.4% | +11.4% | -39.7% | -40.7% |
| 3Y | +72.8% | +70.1% | +2.7% | -28.8% |
| All | +9.9% | +53.4% | -43.5% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling