+4,088.0%
BWET vs VOO
+93.6%
+3,994.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.5% | +6.5% | +6.0% |
| 7D | +28.5% | -0.4% | +28.9% | +28.5% |
| 30D | +86.9% | -1.4% | +88.2% | +86.7% |
| 3M | +207.0% | +3.7% | +203.2% | +207.3% |
| 6M | +845.8% | +13.0% | +832.8% | +864.8% |
| YTD | +2,928.2% | +12.4% | +2,915.8% | +2,987.2% |
| 1Y | +4,098.6% | +18.6% | +4,080.0% | +4,206.4% |
| 3Y | +3,764.8% | +78.1% | +3,686.7% | +3,579.4% |
| All | +4,088.0% | +93.6% | +3,994.4% | +4,086.6% |
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