+53.8%
BWG vs VOO
+602.8%
-549.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | -0.9% | +2.0% | -2.9% | -1.8% |
| 6M | 0.0% | +13.0% | -13.0% | -5.1% |
| YTD | -1.5% | +13.6% | -15.1% | -6.8% |
| 1Y | -1.3% | +20.1% | -21.4% | -8.8% |
| 3Y | +34.5% | +77.6% | -43.0% | +4.4% |
| 5Y | +5.1% | +82.4% | -77.3% | -20.3% |
| 10Y | +45.3% | +316.8% | -271.6% | -26.0% |
| All | +53.8% | +602.8% | -549.0% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling