+123.1%
BOTJ price history and return analytics
+65.7%
+57.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -0.5% | -1.1% | +0.6% | -0.3% |
| 30D | +0.2% | -1.0% | +1.2% | +0.4% |
| 3M | +11.2% | +3.2% | +8.1% | +10.5% |
| 6M | +38.5% | +12.5% | +26.0% | +35.3% |
| YTD | +49.8% | +14.1% | +35.7% | +45.9% |
| 1Y | +89.7% | +18.9% | +70.8% | +83.4% |
| 3Y | +170.9% | +74.1% | +96.9% | +146.9% |
| All | +123.1% | +65.7% | +57.4% | +112.1% |
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 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