-67.2%
BOLT price history and return analytics
+74.1%
-141.3%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -3.6% |
| 7D | +3.0% | +0.4% | +2.7% | +2.6% |
| 30D | +56.4% | -2.6% | +59.0% | +59.5% |
| 3M | +58.8% | -3.2% | +62.0% | +62.7% |
| 6M | +37.7% | +0.9% | +36.7% | +35.9% |
| YTD | +17.6% | +11.3% | +6.3% | +6.7% |
| 1Y | +41.3% | +14.0% | +27.3% | +25.5% |
| 3Y | -67.2% | +75.8% | -143.0% | -77.2% |
| All | -67.2% | +74.1% | -141.3% | -77.2% |
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 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