+145.8%
BWA vs VO
+197.9%
-52.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.7% |
| 7D | -0.1% | -2.5% | +2.4% | +2.7% |
| 30D | -5.5% | -3.2% | -2.2% | -2.0% |
| 3M | -7.6% | +3.9% | -11.5% | -11.4% |
| 6M | +25.0% | +9.6% | +15.3% | +13.5% |
| YTD | +47.0% | +11.6% | +35.4% | +31.0% |
| 1Y | +54.0% | +12.6% | +41.4% | +35.9% |
| 3Y | +70.7% | +55.4% | +15.3% | +6.9% |
| 5Y | +86.7% | +41.8% | +44.8% | +29.0% |
| All | +145.8% | +197.9% | -52.2% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling