+88.6%
BWIN vs VT
+142.3%
-53.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.7% | +0.4% | +0.2% | +0.2% |
| 30D | +7.3% | +1.0% | +6.4% | +6.2% |
| 3M | +60.5% | +2.4% | +58.1% | +54.7% |
| 6M | +40.0% | +12.0% | +28.0% | +20.2% |
| YTD | +28.5% | +15.3% | +13.2% | +6.1% |
| 1Y | -1.3% | +22.6% | -23.9% | -24.7% |
| 3Y | +14.4% | +74.7% | -60.3% | -44.2% |
| 5Y | -23.3% | +66.1% | -89.4% | -59.1% |
| All | +88.6% | +142.3% | -53.7% | -26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling