+874.4%
BWLP vs VOO
+82.6%
+791.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 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% | +24.7% |
| 6M | +45.7% | +13.0% | +32.7% | +36.4% |
| YTD | +103.3% | +13.6% | +89.7% | +89.9% |
| 1Y | +75.8% | +20.1% | +55.7% | +59.6% |
| 3Y | +204.4% | +77.6% | +126.9% | +138.0% |
| All | +874.4% | +82.6% | +791.9% | +643.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling