+45.7%
BWG vs VOO
+325.3%
-279.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.8% |
| 7D | -2.0% | -0.8% | -1.2% | -1.7% |
| 30D | -2.7% | -1.1% | -1.7% | -2.3% |
| 3M | -3.1% | +3.9% | -7.0% | -4.7% |
| 6M | -0.5% | +13.6% | -14.1% | -5.7% |
| YTD | -3.4% | +12.7% | -16.2% | -8.2% |
| 1Y | -5.2% | +17.6% | -22.8% | -11.5% |
| 3Y | +32.6% | +77.3% | -44.8% | +3.3% |
| 5Y | +5.1% | +84.1% | -79.0% | -20.3% |
| All | +45.7% | +325.3% | -279.6% | -27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling