+133.6%
BOE price history and return analytics
+226.9%
-93.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.5% |
| 7D | -3.5% | -2.0% | -1.5% | -2.0% |
| 30D | -2.7% | -1.4% | -1.3% | -1.6% |
| 3M | +5.3% | +4.7% | +0.6% | +1.4% |
| 6M | +9.9% | +11.4% | -1.4% | +0.7% |
| YTD | +9.1% | +13.1% | -4.0% | -1.3% |
| 1Y | +12.4% | +19.0% | -6.7% | -2.5% |
| 3Y | +57.6% | +73.9% | -16.4% | +0.3% |
| 5Y | +43.1% | +65.4% | -22.3% | -5.7% |
| All | +133.6% | +226.9% | -93.3% | -13.8% |
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