+4,341.3%
BWET vs VT
+79.7%
+4,261.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.2% |
| 7D | -8.5% | +2.4% | -10.9% | -8.1% |
| 30D | -38.0% | -1.5% | -36.5% | -37.9% |
| 3M | +67.2% | -4.1% | +71.3% | +67.2% |
| 6M | +245.6% | +0.6% | +245.0% | +246.1% |
| YTD | +3,111.4% | +11.0% | +3,100.4% | +3,183.8% |
| 1Y | +2,674.3% | +13.3% | +2,661.0% | +2,746.5% |
| 3Y | +3,666.7% | +73.4% | +3,593.3% | +3,357.7% |
| All | +4,341.3% | +79.7% | +4,261.6% | +4,191.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling