-57.4%
BBWI vs VO
+193.0%
-250.3%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -5.1% |
| 7D | -4.4% | -0.6% | -3.8% | -3.5% |
| 30D | -7.4% | -1.9% | -5.5% | -4.7% |
| 3M | -2.2% | +3.3% | -5.5% | -6.7% |
| 6M | -16.3% | +9.7% | -26.0% | -26.9% |
| YTD | -9.1% | +12.6% | -21.7% | -23.4% |
| 1Y | -34.5% | +13.6% | -48.2% | -45.3% |
| 3Y | -47.0% | +56.8% | -103.8% | -71.6% |
| 5Y | -68.8% | +42.3% | -111.1% | -80.4% |
| 10Y | -57.4% | +199.2% | -256.5% | -90.1% |
| All | -57.4% | +193.0% | -250.3% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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