-37.6%
BOC price history and return analytics
+186.3%
-224.0%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +0.1% | +1.0% | -0.9% | -0.8% |
| 30D | -5.0% | -0.2% | -4.8% | -4.9% |
| 3M | +2.5% | +4.5% | -2.0% | -2.0% |
| 6M | +7.8% | +14.1% | -6.3% | -5.5% |
| YTD | +10.9% | +14.8% | -3.8% | -3.4% |
| 1Y | +1.6% | +21.2% | -19.6% | -16.3% |
| 3Y | -17.7% | +76.6% | -94.3% | -53.5% |
| 5Y | -58.4% | +66.6% | -125.0% | -74.9% |
| All | -37.6% | +186.3% | -224.0% | -70.8% |
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