-25.9%
BBWI vs VT
+69.7%
-95.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.6% |
| 7D | -6.2% | -2.3% | -3.9% | -2.8% |
| 30D | +19.9% | -5.0% | +24.9% | +28.9% |
| 3M | +7.1% | -4.9% | +12.0% | +14.9% |
| 6M | +13.7% | -1.5% | +15.2% | +15.2% |
| YTD | +9.6% | +8.5% | +1.1% | -4.5% |
| 1Y | -1.6% | +11.4% | -13.0% | -17.5% |
| 3Y | -25.9% | +70.1% | -95.9% | -66.4% |
| All | -25.9% | +69.7% | -95.6% | -66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling