+8.6%
BW vs VOO
+81.6%
-72.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.1% |
| 7D | +5.7% | -0.4% | +6.1% | +6.4% |
| 30D | -16.3% | -1.4% | -15.0% | -13.7% |
| 3M | -52.0% | +3.7% | -55.8% | -54.9% |
| 6M | -44.9% | +13.0% | -58.0% | -55.9% |
| YTD | +17.2% | +12.4% | +4.8% | -4.2% |
| 1Y | +269.7% | +18.6% | +251.1% | +177.6% |
| 3Y | +50.7% | +78.1% | -27.3% | -37.1% |
| 5Y | +8.6% | +82.3% | -73.6% | -54.2% |
| All | +8.6% | +81.6% | -72.9% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling