+3,821.7%
BWET vs VT
+69.7%
+3,752.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -30.2% | -2.3% | -27.9% | -30.4% |
| 30D | -29.5% | -5.0% | -24.6% | -30.1% |
| 3M | +152.4% | -4.9% | +157.3% | +150.5% |
| 6M | +264.5% | -1.5% | +266.1% | +263.1% |
| YTD | +3,411.5% | +8.5% | +3,403.1% | +3,504.9% |
| 1Y | +3,549.9% | +11.4% | +3,538.5% | +3,671.5% |
| 3Y | +3,821.7% | +70.1% | +3,751.7% | +3,519.4% |
| All | +3,821.7% | +69.7% | +3,752.0% | +3,519.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling