+2,476.1%
BWLP vs VOO
+314.0%
+2,162.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -3.5% |
| 7D | -1.2% | +0.5% | -1.8% | -1.5% |
| 30D | +9.9% | -0.9% | +10.9% | +10.5% |
| 3M | +18.7% | +3.9% | +14.8% | +16.3% |
| 6M | +50.2% | +14.5% | +35.7% | +40.0% |
| YTD | +95.5% | +13.0% | +82.6% | +83.6% |
| 1Y | +64.2% | +19.4% | +44.8% | +49.9% |
| 3Y | +183.4% | +78.9% | +104.5% | +115.9% |
| 5Y | +856.3% | +82.3% | +774.0% | +613.3% |
| 10Y | +2,476.1% | +314.2% | +2,161.9% | +1,001.9% |
| All | +2,476.1% | +314.0% | +2,162.1% | +1,001.9% |
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