-95.0%
BOXL vs VT
+13.3%
-108.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | 0.0% | +8.0% | +8.0% |
| 7D | -9.1% | -1.6% | -7.5% | -7.3% |
| 30D | -49.2% | -2.5% | -46.7% | -47.8% |
| 3M | -23.2% | -1.3% | -21.9% | -21.7% |
| 6M | -62.8% | +3.1% | -65.9% | -62.9% |
| YTD | -76.4% | +10.9% | -87.3% | -79.2% |
| All | -95.0% | +13.3% | -108.2% | -96.1% |
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