+161.4%
BOE price history and return analytics
+357.8%
-196.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | +0.9% | +2.9% | -2.0% | -1.4% |
| 30D | -3.9% | -2.5% | -1.4% | -1.9% |
| 3M | -7.9% | -3.3% | -4.5% | -5.4% |
| 6M | -1.1% | +1.5% | -2.6% | -2.5% |
| YTD | +3.3% | +11.4% | -8.1% | -5.6% |
| 1Y | +6.0% | +11.9% | -5.9% | -3.6% |
| 3Y | +52.7% | +73.9% | -21.2% | -3.5% |
| 5Y | +34.9% | +57.9% | -23.0% | -8.5% |
| 10Y | +130.9% | +222.6% | -91.8% | -14.3% |
| All | +161.4% | +357.8% | -196.5% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling