+741.8%
BWA vs VO
+827.2%
-85.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.0% |
| 7D | +5.7% | -0.3% | +5.9% | +6.0% |
| 30D | +1.4% | -0.3% | +1.7% | +1.9% |
| 3M | -12.1% | +2.9% | -15.0% | -15.0% |
| 6M | +28.6% | +9.3% | +19.2% | +16.2% |
| YTD | +51.1% | +14.2% | +36.9% | +29.6% |
| 1Y | +55.9% | +15.3% | +40.6% | +32.3% |
| 3Y | +70.1% | +56.2% | +13.9% | +0.8% |
| 5Y | +90.7% | +42.4% | +48.2% | +25.7% |
| 10Y | +154.0% | +194.7% | -40.8% | -31.0% |
| All | +741.8% | +827.2% | -85.4% | -39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling