-97.1%
BW vs VOO
+309.6%
-406.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.4% | -5.8% | -5.5% |
| 7D | +40.3% | +2.6% | +37.7% | +34.8% |
| 30D | -6.0% | -2.0% | -4.0% | -1.1% |
| 3M | -51.2% | -2.8% | -48.5% | -47.5% |
| 6M | -76.4% | +2.2% | -78.6% | -76.4% |
| YTD | -28.1% | +11.5% | -39.6% | -37.0% |
| 1Y | -29.8% | +13.5% | -43.3% | -40.1% |
| 3Y | +356.0% | +78.1% | +277.9% | +116.7% |
| 5Y | -53.6% | +73.1% | -126.8% | -77.0% |
| All | -97.1% | +309.6% | -406.7% | -99.6% |
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