-37.5%
BOC price history and return analytics
+179.6%
-217.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | -0.4% |
| 7D | -2.0% | -0.7% | -1.3% | -1.6% |
| 30D | +7.7% | -1.7% | +9.4% | +9.2% |
| 3M | -3.4% | -2.3% | -1.1% | -1.7% |
| 6M | +19.2% | +1.5% | +17.6% | +16.7% |
| YTD | +11.1% | +12.0% | -1.0% | -1.4% |
| 1Y | +9.5% | +12.9% | -3.4% | -3.8% |
| 3Y | -4.3% | +74.9% | -79.3% | -45.7% |
| 5Y | -60.1% | +59.9% | -120.0% | -75.1% |
| All | -37.5% | +179.6% | -217.1% | -70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling