+251.6%
BWAY vs VT
+66.2%
+185.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -1.0% | +0.4% | -1.5% | -1.5% |
| 30D | -5.7% | +1.0% | -6.7% | -6.5% |
| 3M | -0.8% | +2.4% | -3.2% | -2.8% |
| 6M | +13.7% | +12.0% | +1.7% | +2.7% |
| YTD | +48.8% | +15.3% | +33.5% | +31.6% |
| 1Y | +77.2% | +22.6% | +54.6% | +49.2% |
| 3Y | +704.0% | +74.7% | +629.3% | +407.7% |
| All | +251.6% | +66.2% | +185.4% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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