+13.6%
BOOT vs VT
+57.0%
-43.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.4% |
| 7D | +5.1% | +2.4% | +2.7% | +1.2% |
| 30D | +21.9% | -1.5% | +23.4% | +24.7% |
| 3M | -15.3% | -4.1% | -11.2% | -9.3% |
| 6M | -5.3% | +0.6% | -5.8% | -6.6% |
| YTD | -22.0% | +11.0% | -33.1% | -34.9% |
| 1Y | -23.3% | +13.3% | -36.7% | -38.2% |
| 3Y | +99.5% | +73.4% | +26.1% | -20.3% |
| All | +13.6% | +57.0% | -43.4% | -41.3% |
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