+234.4%
BOAT price history and return analytics
+60.2%
+174.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.4% |
| 7D | -11.0% | -2.3% | -8.7% | -9.2% |
| 30D | -9.5% | -5.0% | -4.6% | -5.6% |
| 3M | +10.0% | -4.9% | +14.8% | +14.6% |
| 6M | +16.0% | -1.5% | +17.6% | +17.1% |
| YTD | +57.7% | +8.5% | +49.2% | +46.2% |
| 1Y | +60.3% | +11.4% | +49.0% | +45.1% |
| 3Y | +125.5% | +70.1% | +55.4% | +39.1% |
| 5Y | +202.4% | +53.7% | +148.7% | +113.2% |
| All | +234.4% | +60.2% | +174.2% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling