-1.6%
BBWI vs VT
+10.5%
-12.1%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.5% |
| 7D | -6.2% | -2.3% | -3.9% | -3.4% |
| 30D | +19.9% | -5.0% | +24.9% | +27.1% |
| 3M | +7.1% | -4.9% | +12.0% | +13.3% |
| 6M | +13.7% | -1.5% | +15.2% | +14.4% |
| YTD | +9.6% | +8.5% | +1.1% | -5.3% |
| 1Y | -1.6% | +11.4% | -13.0% | -22.3% |
| All | -1.6% | +10.5% | -12.1% | -22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling