+61.2%
BWFG vs VT
+11.9%
+49.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +1.3% |
| 7D | +3.5% | +2.4% | +1.1% | +2.7% |
| 30D | +11.7% | -1.5% | +13.2% | +12.2% |
| 3M | +6.7% | -4.1% | +10.8% | +8.0% |
| 6M | +44.1% | +0.6% | +43.6% | +43.5% |
| YTD | +60.1% | +11.0% | +49.0% | +50.7% |
| 1Y | +61.2% | +13.3% | +47.8% | +49.5% |
| All | +61.2% | +11.9% | +49.3% | +49.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling