+60.9%
BWFG vs VT
+13.0%
+47.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | +0.2% |
| 7D | -2.9% | +0.4% | -3.3% | -2.9% |
| 30D | +9.4% | -2.6% | +12.0% | +10.2% |
| 3M | +6.2% | -3.2% | +9.4% | +7.2% |
| 6M | +35.7% | +0.9% | +34.7% | +34.9% |
| YTD | +56.3% | +11.3% | +44.9% | +47.8% |
| All | +60.9% | +13.0% | +47.8% | +51.5% |
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