+183.3%
BWLP vs VOO
+80.9%
+102.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +19.2% | +0.1% | +19.2% | +19.2% |
| 3M | +26.2% | +2.0% | +24.2% | +24.0% |
| 6M | +45.7% | +13.0% | +32.7% | +31.3% |
| YTD | +103.3% | +13.6% | +89.7% | +82.4% |
| 1Y | +75.8% | +20.1% | +55.7% | +50.4% |
| All | +183.3% | +80.9% | +102.5% | +79.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling