-61.3%
BOC price history and return analytics
+57.4%
-118.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -1.5% |
| 7D | +2.0% | +0.4% | +1.6% | +1.5% |
| 30D | +6.5% | -2.6% | +9.1% | +8.9% |
| 3M | -4.9% | -3.2% | -1.7% | -2.3% |
| 6M | +20.9% | +0.9% | +19.9% | +18.8% |
| YTD | +11.0% | +11.3% | -0.3% | -1.7% |
| 1Y | +10.5% | +14.0% | -3.5% | -4.9% |
| 3Y | -3.9% | +75.8% | -79.8% | -51.0% |
| 5Y | -61.3% | +57.8% | -119.1% | -77.4% |
| All | -61.3% | +57.4% | -118.6% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling