+106.5%
BWEN vs VT
+23.3%
+83.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -5.0% | +0.4% | -5.5% | -5.6% |
| 30D | -8.0% | +1.0% | -9.0% | -9.0% |
| 3M | -0.7% | +2.4% | -3.1% | -3.4% |
| 6M | +68.0% | +12.0% | +56.0% | +42.8% |
| YTD | +46.6% | +15.3% | +31.3% | +18.2% |
| 1Y | +106.5% | +22.6% | +83.9% | +39.1% |
| All | +106.5% | +23.3% | +83.1% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling