-14.3%
BOEG price history and return analytics
+30.4%
-44.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.4% | +3.2% |
| 7D | -2.0% | -1.1% | -0.9% | +0.7% |
| 30D | -18.4% | -1.0% | -17.4% | -16.3% |
| 3M | -14.3% | +3.2% | -17.5% | -19.5% |
| 6M | -14.3% | +12.5% | -26.8% | -32.7% |
| YTD | -19.7% | +14.1% | -33.8% | -39.7% |
| 1Y | -27.3% | +18.9% | -46.2% | -49.4% |
| All | -14.3% | +30.4% | -44.7% | -50.8% |
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