+29.6%
BWEN vs VOO
+82.8%
-53.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.1% |
| 7D | -4.1% | -0.8% | -3.3% | -3.1% |
| 30D | -26.8% | -1.1% | -25.8% | -25.7% |
| 3M | -3.6% | +3.9% | -7.5% | -7.6% |
| 6M | +79.3% | +13.6% | +65.6% | +51.9% |
| YTD | +40.6% | +12.7% | +27.9% | +21.3% |
| 1Y | +73.8% | +17.6% | +56.2% | +42.9% |
| 3Y | -4.3% | +77.3% | -81.6% | -57.5% |
| All | +29.6% | +82.8% | -53.2% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling