+208.3%
BOTJ price history and return analytics
+229.8%
-21.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.8% |
| 7D | -0.5% | -1.1% | +0.6% | -0.2% |
| 30D | +0.2% | -1.0% | +1.2% | +0.5% |
| 3M | +11.2% | +3.2% | +8.1% | +10.3% |
| 6M | +38.5% | +12.5% | +26.0% | +34.3% |
| YTD | +49.8% | +14.1% | +35.7% | +44.7% |
| 1Y | +89.7% | +18.9% | +70.8% | +81.3% |
| 3Y | +170.9% | +74.1% | +96.9% | +134.8% |
| 5Y | +127.5% | +66.9% | +60.6% | +99.0% |
| All | +208.3% | +229.8% | -21.5% | +139.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling