+4,088.0%
BWET vs VT
+84.5%
+4,003.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.6% | +6.7% | +6.0% |
| 7D | +28.5% | -0.1% | +28.6% | +28.5% |
| 30D | +86.9% | -0.7% | +87.5% | +86.8% |
| 3M | +207.0% | +4.0% | +203.0% | +207.2% |
| 6M | +845.8% | +12.3% | +833.5% | +863.9% |
| YTD | +2,928.2% | +14.0% | +2,914.2% | +2,995.6% |
| 1Y | +4,098.6% | +20.3% | +4,078.3% | +4,215.7% |
| 3Y | +3,764.8% | +75.4% | +3,689.4% | +3,490.4% |
| All | +4,088.0% | +84.5% | +4,003.5% | +3,945.7% |
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