+180.1%
BWFG vs VOO
+75.9%
+104.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.9% |
| 7D | +2.3% | -2.0% | +4.2% | +4.1% |
| 30D | -0.5% | -1.7% | +1.2% | +0.9% |
| 3M | +21.7% | +4.7% | +17.0% | +16.1% |
| 6M | +45.2% | +12.6% | +32.7% | +28.8% |
| YTD | +49.3% | +11.8% | +37.5% | +33.2% |
| 1Y | +54.5% | +17.5% | +37.0% | +30.5% |
| All | +180.1% | +75.9% | +104.2% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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