+4,528.6%
BWET vs VT
+13.3%
+4,515.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | 0.0% | -8.5% | -8.5% |
| 7D | -6.8% | -1.6% | -5.2% | -7.0% |
| 30D | -4.4% | -2.5% | -1.9% | -4.6% |
| 3M | +221.9% | -1.3% | +223.2% | +220.2% |
| 6M | +379.4% | +3.1% | +376.3% | +378.8% |
| YTD | +4,234.3% | +10.9% | +4,223.3% | +4,866.3% |
| All | +4,528.6% | +13.3% | +4,515.3% | +5,422.2% |
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