+207.1%
BWMN vs VOO
+89.1%
+118.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | +0.2% | -2.7% | +2.9% | +2.2% |
| 30D | +0.5% | -5.4% | +5.9% | +4.6% |
| 3M | +59.6% | -4.1% | +63.6% | +64.2% |
| 6M | +20.1% | +0.7% | +19.4% | +19.0% |
| YTD | +30.2% | +8.7% | +21.5% | +22.1% |
| 1Y | +24.8% | +11.0% | +13.8% | +15.5% |
| 3Y | +48.8% | +75.5% | -26.7% | +7.8% |
| 5Y | +149.9% | +68.4% | +81.5% | +82.6% |
| All | +207.1% | +89.1% | +118.0% | +107.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling