-96.9%
BW vs VOO
+311.2%
-408.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +1.0% |
| 7D | +56.8% | +3.3% | +53.5% | +48.8% |
| 30D | -2.4% | -2.7% | +0.3% | +3.9% |
| 3M | -50.3% | -1.7% | -48.5% | -47.5% |
| 6M | -75.4% | +3.1% | -78.5% | -75.8% |
| YTD | -23.3% | +11.9% | -35.3% | -33.3% |
| 1Y | -30.6% | +12.1% | -42.6% | -39.4% |
| 3Y | +362.9% | +78.6% | +284.3% | +118.7% |
| 5Y | -50.6% | +73.8% | -124.4% | -75.7% |
| All | -96.9% | +311.2% | -408.1% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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