+3,849.5%
BWET vs VT
+85.7%
+3,763.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.5% | +9.4% | +8.9% |
| 7D | +22.2% | +1.0% | +21.2% | +22.2% |
| 30D | +91.6% | -0.2% | +91.8% | +91.5% |
| 3M | +179.9% | +4.5% | +175.4% | +180.2% |
| 6M | +857.1% | +14.1% | +843.1% | +875.4% |
| YTD | +2,755.7% | +14.8% | +2,741.0% | +2,819.8% |
| 1Y | +3,836.7% | +21.2% | +3,815.6% | +3,947.5% |
| 3Y | +3,544.7% | +76.6% | +3,468.1% | +3,286.5% |
| All | +3,849.5% | +85.7% | +3,763.7% | +3,715.9% |
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