+800.3%
BWLP vs VOO
+74.6%
+725.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +2.2% | +3.3% | -1.1% | +0.6% |
| 30D | -14.3% | -2.7% | -11.6% | -13.2% |
| 3M | +3.6% | -1.7% | +5.4% | +4.5% |
| 6M | +15.6% | +3.1% | +12.5% | +13.5% |
| YTD | +87.8% | +11.9% | +75.9% | +76.5% |
| 1Y | +89.7% | +12.1% | +77.7% | +78.2% |
| 3Y | +123.2% | +78.6% | +44.6% | +74.8% |
| 5Y | +800.3% | +73.8% | +726.5% | +598.3% |
| All | +800.3% | +74.6% | +725.7% | +598.3% |
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