-99.8%
BOXL price history and return analytics
+65.7%
-165.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.9% |
| 7D | -6.6% | -1.1% | -5.5% | -5.1% |
| 30D | -27.7% | -1.0% | -26.7% | -27.0% |
| 3M | +23.2% | +3.2% | +20.0% | +18.1% |
| 6M | -24.7% | +12.5% | -37.2% | -36.3% |
| YTD | -44.2% | +14.1% | -58.3% | -53.9% |
| 1Y | -91.0% | +18.9% | -109.9% | -92.8% |
| 3Y | -98.5% | +74.1% | -172.6% | -99.2% |
| All | -99.8% | +65.7% | -165.5% | -99.9% |
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