-36.4%
BOSC vs VT
+10.5%
-46.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -7.6% | -2.3% | -5.2% | -6.6% |
| 30D | -14.8% | -5.0% | -9.9% | -13.4% |
| 3M | -13.7% | -4.9% | -8.8% | -12.3% |
| 6M | -13.7% | -1.5% | -12.1% | -13.0% |
| YTD | -14.3% | +8.5% | -22.7% | -17.7% |
| 1Y | -36.4% | +11.4% | -47.8% | -41.4% |
| All | -36.4% | +10.5% | -46.9% | -41.4% |
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