+8.0%
BOSC price history and return analytics
+53.4%
-45.4%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -7.6% | -2.3% | -5.2% | -6.3% |
| 30D | -14.8% | -5.0% | -9.9% | -12.5% |
| 3M | -13.7% | -4.9% | -8.8% | -11.4% |
| 6M | -13.7% | -1.5% | -12.1% | -13.1% |
| YTD | -14.3% | +8.5% | -22.7% | -18.3% |
| 1Y | -36.4% | +11.4% | -47.8% | -40.3% |
| 3Y | +43.2% | +70.1% | -26.8% | +7.9% |
| All | +8.0% | +53.4% | -45.4% | -7.8% |
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