-83.6%
BOOM price history and return analytics
+63.7%
-147.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.1% |
| 7D | -5.1% | -2.0% | -3.1% | -2.3% |
| 30D | -14.0% | -1.4% | -12.6% | -12.1% |
| 3M | -4.6% | +4.7% | -9.4% | -10.2% |
| 6M | +28.3% | +11.4% | +17.0% | +10.3% |
| YTD | -1.8% | +13.1% | -14.8% | -17.5% |
| 1Y | -3.8% | +19.0% | -22.8% | -24.5% |
| 3Y | -75.2% | +73.9% | -149.1% | -89.0% |
| 5Y | -83.6% | +65.4% | -149.0% | -91.8% |
| All | -83.6% | +63.7% | -147.3% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling