+20.3%
BWMX vs VOO
+21.4%
-1.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -0.9% |
| 7D | -3.0% | +0.3% | -3.2% | -3.1% |
| 30D | -7.8% | +0.2% | -8.0% | -7.9% |
| 3M | -14.9% | +2.8% | -17.7% | -16.3% |
| 6M | -4.4% | +14.3% | -18.7% | -12.2% |
| YTD | +15.2% | +14.0% | +1.1% | +5.4% |
| All | +20.3% | +21.4% | -1.0% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling