-98.4%
BOXL vs VT
+75.0%
-173.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | +0.4% | +1.9% | +1.6% |
| 30D | +97.7% | +1.0% | +96.8% | +94.6% |
| 3M | +29.5% | +2.4% | +27.1% | +25.3% |
| 6M | -23.7% | +12.0% | -35.7% | -35.8% |
| YTD | -40.3% | +15.3% | -55.6% | -52.7% |
| 1Y | -90.1% | +22.6% | -112.7% | -92.8% |
| All | -98.4% | +75.0% | -173.3% | -99.1% |
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 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