+3,526.5%
BWET vs VT
+86.7%
+3,439.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +18.5% | +0.4% | +18.0% | +18.5% |
| 30D | +96.5% | +1.0% | +95.5% | +96.5% |
| 3M | +140.5% | +2.4% | +138.2% | +140.4% |
| 6M | +653.1% | +12.0% | +641.1% | +667.5% |
| YTD | +2,522.2% | +15.3% | +2,506.9% | +2,581.3% |
| 1Y | +3,642.0% | +22.6% | +3,619.4% | +3,749.0% |
| 3Y | +3,011.0% | +74.7% | +2,936.4% | +2,828.5% |
| All | +3,526.5% | +86.7% | +3,439.8% | +3,404.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling