+56.3%
BOAT price history and return analytics
+13.0%
+43.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.2% | -2.1% |
| 7D | -8.5% | +0.4% | -8.8% | -8.5% |
| 30D | -12.0% | -2.6% | -9.4% | -10.6% |
| 3M | +7.5% | -3.2% | +10.8% | +9.7% |
| 6M | +14.5% | +0.9% | +13.6% | +13.6% |
| YTD | +56.8% | +11.3% | +45.5% | +46.3% |
| All | +56.3% | +13.0% | +43.3% | +45.3% |
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 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