+292.5%
BWA vs VOO
+812.0%
-519.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.2% |
| 7D | +4.3% | +0.5% | +3.7% | +3.6% |
| 30D | -2.9% | -0.9% | -2.0% | -1.8% |
| 3M | -12.4% | +3.9% | -16.3% | -16.3% |
| 6M | +28.6% | +14.5% | +14.0% | +10.0% |
| YTD | +48.2% | +13.0% | +35.3% | +28.9% |
| 1Y | +50.9% | +19.4% | +31.5% | +22.6% |
| 3Y | +72.2% | +78.9% | -6.7% | -14.5% |
| 5Y | +91.1% | +82.3% | +8.8% | -7.4% |
| 10Y | +144.0% | +314.2% | -170.2% | -60.6% |
| All | +292.5% | +812.0% | -519.5% | -78.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling