-98.8%
BWEN vs VT
+346.0%
-444.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.6% |
| 7D | -7.6% | -2.3% | -5.2% | -4.8% |
| 30D | -33.7% | -5.0% | -28.8% | -29.2% |
| 3M | -39.8% | -4.9% | -34.9% | -35.6% |
| 6M | +35.9% | -1.5% | +37.4% | +40.4% |
| YTD | -4.9% | +8.5% | -13.4% | -12.1% |
| 1Y | +30.6% | +11.4% | +19.2% | +17.5% |
| 3Y | +5.1% | +70.1% | -65.0% | -42.1% |
| 5Y | -14.1% | +53.7% | -67.8% | -44.5% |
| 10Y | -36.9% | +220.0% | -256.8% | -82.3% |
| All | -98.8% | +346.0% | -444.8% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling