+4.8%
BWG vs VOO
+82.8%
-78.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -2.0% | -0.8% | -1.2% | -1.7% |
| 30D | -2.7% | -1.1% | -1.7% | -2.4% |
| 3M | -3.1% | +3.9% | -7.0% | -4.5% |
| 6M | -0.5% | +13.6% | -14.1% | -5.1% |
| YTD | -3.4% | +12.7% | -16.2% | -7.7% |
| 1Y | -5.2% | +17.6% | -22.8% | -10.7% |
| 3Y | +32.6% | +77.3% | -44.8% | +6.7% |
| All | +4.8% | +82.8% | -78.0% | -17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling