+95.3%
BWIN vs VT
+127.4%
-32.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.5% | +4.0% |
| 7D | +0.4% | -4.2% | +4.6% | +5.1% |
| 30D | +0.4% | -5.8% | +6.2% | +7.1% |
| 3M | +11.1% | -5.2% | +16.4% | +17.6% |
| 6M | +50.3% | +0.1% | +50.2% | +47.1% |
| YTD | +33.0% | +8.2% | +24.8% | +17.4% |
| 1Y | +26.3% | +10.1% | +16.1% | +9.0% |
| 3Y | +42.2% | +69.7% | -27.5% | -29.2% |
| 5Y | -16.2% | +53.4% | -69.6% | -51.6% |
| All | +95.3% | +127.4% | -32.1% | -19.1% |
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 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