-43.5%
BOF price history and return analytics
+15.2%
-58.7%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -4.1% |
| 7D | -5.1% | -0.3% | -4.8% | -4.7% |
| 30D | -57.3% | -1.4% | -55.9% | -56.5% |
| 3M | -59.3% | -1.4% | -57.9% | -58.6% |
| 6M | -53.4% | +5.5% | -58.9% | -58.9% |
| YTD | -46.9% | +12.8% | -59.7% | -58.3% |
| 1Y | -43.5% | +15.4% | -58.9% | -58.7% |
| All | -43.5% | +15.2% | -58.7% | -58.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling