+57.0%
BW vs VOO
+79.1%
-22.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +10.5% |
| 7D | +13.2% | +0.5% | +12.6% | +11.3% |
| 30D | -17.4% | -0.9% | -16.5% | -15.1% |
| 3M | -51.3% | +3.9% | -55.1% | -55.4% |
| 6M | -40.9% | +14.5% | -55.5% | -58.0% |
| YTD | +22.1% | +13.0% | +9.1% | -8.9% |
| 1Y | +258.3% | +19.4% | +238.9% | +136.3% |
| 3Y | +57.0% | +78.9% | -21.9% | -47.6% |
| All | +57.0% | +79.1% | -22.1% | -47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling