+226.5%
BOAT price history and return analytics
+63.6%
+162.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.4% |
| 7D | -9.8% | -0.1% | -9.7% | -9.7% |
| 30D | -13.7% | -3.1% | -10.6% | -11.4% |
| 3M | +6.2% | -3.5% | +9.7% | +9.3% |
| 6M | +12.4% | +0.5% | +12.0% | +11.5% |
| YTD | +54.0% | +10.8% | +43.2% | +40.2% |
| 1Y | +53.5% | +11.9% | +41.6% | +38.4% |
| 3Y | +122.4% | +73.0% | +49.4% | +35.3% |
| 5Y | +195.0% | +58.6% | +136.3% | +100.4% |
| All | +226.5% | +63.6% | +162.9% | +110.1% |
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