-76.0%
BWEN vs VOO
+817.1%
-893.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | -5.0% | +0.1% | -5.1% | -5.2% |
| 30D | -8.0% | +0.1% | -8.0% | -8.0% |
| 3M | -0.7% | +2.0% | -2.7% | -2.0% |
| 6M | +68.0% | +13.0% | +55.0% | +46.9% |
| YTD | +46.6% | +13.6% | +33.1% | +28.2% |
| 1Y | +106.5% | +20.1% | +86.4% | +70.8% |
| 3Y | -6.1% | +77.6% | -83.7% | -51.0% |
| 5Y | +28.5% | +82.4% | -54.0% | -32.6% |
| 10Y | -17.0% | +316.8% | -333.8% | -84.5% |
| All | -76.0% | +817.1% | -893.1% | -99.0% |
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