-30.6%
BW vs VOO
+11.8%
-42.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +1.5% |
| 7D | +56.8% | +3.3% | +53.5% | +42.2% |
| 30D | -2.4% | -2.7% | +0.3% | +8.3% |
| 3M | -50.3% | -1.7% | -48.5% | -46.0% |
| 6M | -75.4% | +3.1% | -78.5% | -76.5% |
| YTD | -23.3% | +11.9% | -35.3% | -41.4% |
| 1Y | -30.6% | +12.1% | -42.6% | -47.3% |
| All | -30.6% | +11.8% | -42.4% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling