+149.3%
BWA vs VOO
+325.3%
-175.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.6% |
| 7D | -1.3% | -0.8% | -0.5% | -0.5% |
| 30D | -2.9% | -1.1% | -1.9% | -1.8% |
| 3M | -10.7% | +3.9% | -14.6% | -14.3% |
| 6M | +26.5% | +13.6% | +12.8% | +10.9% |
| YTD | +49.1% | +12.7% | +36.4% | +31.9% |
| 1Y | +52.1% | +17.6% | +34.5% | +28.4% |
| 3Y | +72.6% | +77.3% | -4.8% | -6.4% |
| 5Y | +89.4% | +84.1% | +5.3% | -1.2% |
| All | +149.3% | +325.3% | -175.9% | -52.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling