+43.7%
BOW vs VT
+40.3%
+3.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +1.7% |
| 7D | +0.2% | -4.2% | +4.4% | +1.7% |
| 30D | +1.3% | -5.8% | +7.1% | +3.3% |
| 3M | +1.8% | -5.2% | +7.0% | +3.5% |
| 6M | +36.5% | +0.1% | +36.3% | +34.8% |
| YTD | +19.9% | +8.2% | +11.6% | +13.5% |
| 1Y | +32.0% | +10.1% | +21.9% | +23.6% |
| All | +43.7% | +40.3% | +3.5% | +8.3% |
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 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