+2,773.4%
BWET vs VT
+12.5%
+2,760.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -8.2% |
| 7D | -35.8% | -0.1% | -35.7% | -35.3% |
| 30D | -46.3% | -3.1% | -43.3% | -46.0% |
| 3M | +71.6% | -3.5% | +75.1% | +72.7% |
| 6M | +220.2% | +0.5% | +219.7% | +221.6% |
| YTD | +2,681.8% | +10.8% | +2,671.1% | +3,123.9% |
| 1Y | +2,773.4% | +11.9% | +2,761.5% | +3,300.1% |
| All | +2,773.4% | +12.5% | +2,760.9% | +3,300.1% |
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