+164.2%
BWMX vs VOO
+246.0%
-81.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.4% |
| 7D | -1.3% | -0.8% | -0.5% | -0.9% |
| 30D | -5.0% | -1.1% | -3.9% | -4.5% |
| 3M | -12.4% | +3.9% | -16.3% | -13.9% |
| 6M | -6.4% | +13.6% | -20.1% | -11.4% |
| YTD | +15.8% | +12.7% | +3.1% | +10.0% |
| 1Y | +20.9% | +17.6% | +3.4% | +12.9% |
| 3Y | +16.6% | +77.3% | -60.7% | -7.8% |
| 5Y | -36.3% | +84.1% | -120.4% | -50.6% |
| All | +164.2% | +246.0% | -81.9% | +99.7% |
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