+194.5%
BWFG vs VT
+69.7%
+124.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -1.6% | -2.3% | +0.8% | +0.5% |
| 30D | +7.3% | -5.0% | +12.3% | +12.1% |
| 3M | +5.2% | -4.9% | +10.1% | +9.6% |
| 6M | +34.9% | -1.5% | +36.4% | +35.3% |
| YTD | +54.7% | +8.5% | +46.2% | +39.6% |
| 1Y | +64.4% | +11.4% | +53.0% | +43.8% |
| 3Y | +194.5% | +70.1% | +124.4% | +33.3% |
| All | +194.5% | +69.7% | +124.8% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling