+85.5%
BWA vs VO
+42.1%
+43.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | -1.3% | -1.5% | +0.2% | +0.4% |
| 30D | -2.9% | -3.0% | +0.1% | +0.5% |
| 3M | -10.7% | +2.8% | -13.5% | -13.5% |
| 6M | +26.5% | +10.9% | +15.5% | +13.4% |
| YTD | +49.1% | +12.5% | +36.6% | +31.6% |
| 1Y | +52.1% | +12.0% | +40.1% | +34.9% |
| 3Y | +72.6% | +56.3% | +16.3% | +8.1% |
| All | +85.5% | +42.1% | +43.3% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling