+4,085.4%
BWET vs VT
+80.1%
+4,005.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +2.6% | -16.4% | -13.3% |
| 7D | -36.1% | +0.4% | -36.5% | -35.9% |
| 30D | -41.6% | -2.6% | -39.0% | -41.6% |
| 3M | +103.0% | -3.2% | +106.2% | +103.1% |
| 6M | +248.3% | +0.9% | +247.4% | +249.1% |
| YTD | +2,926.4% | +11.3% | +2,915.1% | +2,996.1% |
| 1Y | +3,052.4% | +14.0% | +3,038.4% | +3,136.2% |
| 3Y | +3,384.5% | +75.8% | +3,308.7% | +3,084.1% |
| All | +4,085.4% | +80.1% | +4,005.3% | +3,946.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling