+2,578.5%
BWLP vs VOO
+314.0%
+2,264.5%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | +2.7% | +0.5% | +2.1% | +2.4% |
| 30D | +14.3% | -0.9% | +15.2% | +14.8% |
| 3M | +23.4% | +3.9% | +19.5% | +20.9% |
| 6M | +56.2% | +14.5% | +41.7% | +45.6% |
| YTD | +103.3% | +13.0% | +90.4% | +90.8% |
| 1Y | +70.7% | +19.4% | +51.3% | +55.9% |
| 3Y | +194.6% | +78.9% | +115.8% | +124.5% |
| 5Y | +894.3% | +82.3% | +812.0% | +641.6% |
| 10Y | +2,578.5% | +314.2% | +2,264.3% | +1,045.6% |
| All | +2,578.5% | +314.0% | +2,264.5% | +1,045.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling