-82.7%
BOLD price history and return analytics
+47.3%
-130.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -2.3% |
| 7D | +0.8% | +0.4% | +0.5% | +0.2% |
| 30D | -2.8% | -2.6% | -0.2% | -0.6% |
| 3M | -14.9% | -3.2% | -11.6% | -12.5% |
| 6M | +70.8% | +0.9% | +69.9% | +65.7% |
| YTD | +105.0% | +11.3% | +93.7% | +72.9% |
| 1Y | +100.0% | +14.0% | +86.0% | +62.1% |
| All | -82.7% | +47.3% | -130.0% | -90.6% |
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