+192.6%
BWMX vs VOO
+243.7%
-51.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +2.1% | +3.3% | -1.2% | +0.8% |
| 30D | +5.4% | -2.7% | +8.0% | +6.5% |
| 3M | +5.3% | -1.7% | +7.0% | +6.0% |
| 6M | +7.5% | +3.1% | +4.4% | +6.0% |
| YTD | +28.3% | +11.9% | +16.4% | +22.1% |
| 1Y | +29.2% | +12.1% | +17.2% | +22.9% |
| 3Y | +70.5% | +78.6% | -8.1% | +34.4% |
| 5Y | -0.5% | +73.8% | -74.3% | -22.1% |
| All | +192.6% | +243.7% | -51.0% | +121.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling