-37.7%
BOC price history and return analytics
+177.0%
-214.7%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +0.7% | +2.4% | -1.6% | -1.4% |
| 30D | +8.1% | -1.5% | +9.6% | +9.4% |
| 3M | -3.9% | -4.1% | +0.3% | -0.5% |
| 6M | +22.2% | +0.6% | +21.6% | +20.6% |
| YTD | +10.8% | +11.0% | -0.2% | -0.9% |
| 1Y | +11.3% | +13.3% | -2.1% | -2.6% |
| 3Y | -5.0% | +73.4% | -78.4% | -45.7% |
| 5Y | -60.3% | +57.4% | -117.7% | -74.9% |
| All | -37.7% | +177.0% | -214.7% | -70.0% |
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