-86.8%
BOSC price history and return analytics
+346.0%
-432.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -7.7% | -2.3% | -5.4% | -6.8% |
| 30D | -14.9% | -5.0% | -10.0% | -13.3% |
| 3M | -13.8% | -4.9% | -8.9% | -12.2% |
| 6M | -13.8% | -1.5% | -12.3% | -13.4% |
| YTD | -14.4% | +8.5% | -22.8% | -17.1% |
| 1Y | -36.5% | +11.4% | -47.9% | -39.1% |
| 3Y | +43.0% | +70.1% | -27.0% | +18.4% |
| 5Y | +11.9% | +53.7% | -41.8% | -4.5% |
| 10Y | +87.7% | +220.0% | -132.2% | +29.6% |
| All | -86.8% | +346.0% | -432.8% | -93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling