-96.4%
BW vs VOO
+347.8%
-444.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.2% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -25.4% | +0.1% | -25.5% | -25.3% |
| 3M | -61.9% | +2.0% | -63.9% | -62.5% |
| 6M | -39.8% | +13.0% | -52.9% | -49.4% |
| YTD | +12.0% | +13.6% | -1.6% | -5.6% |
| 1Y | +224.2% | +20.1% | +204.1% | +154.7% |
| 3Y | +29.1% | +77.6% | -48.5% | -37.8% |
| 5Y | -1.4% | +82.4% | -83.8% | -52.9% |
| 10Y | -95.8% | +316.8% | -412.6% | -99.1% |
| All | -96.4% | +347.8% | -444.2% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling