-1.3%
BW vs VT
+15.2%
-16.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.7% | -14.5% | -18.2% |
| 7D | -19.1% | -0.3% | -18.8% | -18.7% |
| 30D | -34.6% | -1.4% | -33.1% | -31.3% |
| 3M | -63.6% | -1.4% | -62.2% | -61.3% |
| 6M | -75.5% | +5.5% | -81.0% | -78.3% |
| YTD | -41.8% | +12.8% | -54.6% | -57.5% |
| 1Y | -1.3% | +15.4% | -16.8% | -34.5% |
| All | -1.3% | +15.2% | -16.5% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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