+81.1%
BWIN vs VOO
+181.2%
-100.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.1% |
| 7D | -4.0% | -0.8% | -3.2% | -3.1% |
| 30D | -4.4% | -1.1% | -3.3% | -3.2% |
| 3M | +60.5% | +3.9% | +56.6% | +53.3% |
| 6M | +44.6% | +13.6% | +30.9% | +23.5% |
| YTD | +23.4% | +12.7% | +10.7% | +6.2% |
| 1Y | -4.5% | +17.6% | -22.1% | -22.1% |
| 3Y | +15.0% | +77.3% | -62.3% | -43.1% |
| 5Y | -20.8% | +84.1% | -105.0% | -61.1% |
| All | +81.1% | +181.2% | -100.0% | -37.5% |
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 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