-84.3%
BOSC price history and return analytics
+374.2%
-458.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | +3.1% | +1.0% | +2.1% | +2.7% |
| 3M | +10.2% | +2.4% | +7.8% | +9.1% |
| 6M | -7.0% | +12.0% | -19.0% | -11.0% |
| YTD | +1.8% | +15.3% | -13.6% | -3.7% |
| 1Y | -0.9% | +22.6% | -23.4% | -8.1% |
| 3Y | +18.7% | +74.7% | -56.0% | -2.8% |
| 5Y | +11.3% | +66.1% | -54.9% | -7.6% |
| 10Y | +77.8% | +225.0% | -147.2% | +21.4% |
| All | -84.3% | +374.2% | -458.5% | -92.0% |
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