-82.7%
BOLD price history and return analytics
+47.3%
-130.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +2.1% | +2.9% | -0.8% | -0.6% |
| 30D | +1.2% | -2.5% | +3.7% | +3.4% |
| 3M | -11.5% | -3.3% | -8.2% | -8.9% |
| 6M | +64.0% | +1.5% | +62.5% | +57.8% |
| YTD | +105.0% | +11.4% | +93.6% | +72.8% |
| 1Y | +100.0% | +11.9% | +88.1% | +67.0% |
| All | -82.7% | +47.3% | -130.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling