-79.9%
BOLD price history and return analytics
+51.8%
-131.8%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -1.0% | +1.0% | -2.0% | -2.0% |
| 30D | -1.0% | -0.2% | -0.8% | -0.9% |
| 3M | +100.0% | +4.5% | +95.5% | +87.7% |
| 6M | +153.1% | +14.1% | +139.0% | +110.9% |
| YTD | +138.3% | +14.8% | +123.6% | +95.8% |
| 1Y | +148.7% | +21.2% | +127.5% | +86.8% |
| All | -79.9% | +51.8% | -131.8% | -89.3% |
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