+31.5%
BWG vs VT
+74.1%
-42.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | 0.0% |
| 7D | +0.7% | +0.4% | +0.4% | +0.5% |
| 30D | +0.2% | -2.6% | +2.8% | +1.2% |
| 3M | -8.2% | -3.2% | -4.9% | -7.0% |
| 6M | -8.5% | +0.9% | -9.4% | -9.0% |
| YTD | -8.4% | +11.3% | -19.7% | -12.6% |
| 1Y | -6.2% | +14.0% | -20.2% | -11.3% |
| 3Y | +31.5% | +75.8% | -44.3% | +1.1% |
| All | +31.5% | +74.1% | -42.6% | +1.1% |
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