-61.9%
BOF price history and return analytics
+69.0%
-130.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.6% |
| 7D | +0.6% | +0.4% | +0.2% | 0.0% |
| 30D | -51.2% | -2.6% | -48.6% | -50.1% |
| 3M | -59.3% | -3.2% | -56.0% | -58.3% |
| 6M | -50.3% | +0.9% | -51.2% | -51.1% |
| YTD | -46.9% | +11.3% | -58.2% | -51.7% |
| 1Y | -43.1% | +14.0% | -57.1% | -49.2% |
| 3Y | +7.0% | +75.8% | -68.9% | -34.4% |
| All | -61.9% | +69.0% | -130.8% | -75.2% |
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