+69.5%
BWB vs VOO
+212.4%
-142.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | -0.7% | -2.0% | +1.3% | +0.9% |
| 30D | -1.5% | -1.7% | +0.2% | -0.1% |
| 3M | +9.0% | +4.7% | +4.2% | +4.7% |
| 6M | +21.7% | +12.6% | +9.1% | +10.0% |
| YTD | +22.0% | +11.8% | +10.3% | +11.0% |
| 1Y | +30.2% | +17.5% | +12.7% | +13.6% |
| 3Y | +109.3% | +77.0% | +32.3% | +30.9% |
| 5Y | +34.4% | +82.6% | -48.1% | -18.9% |
| All | +69.5% | +212.4% | -142.9% | -34.2% |
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