+16.4%
BWMX vs VOO
+79.1%
-62.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.9% |
| 7D | -3.0% | +0.5% | -3.6% | -3.4% |
| 30D | -8.0% | -0.9% | -7.0% | -7.4% |
| 3M | -12.4% | +3.9% | -16.3% | -14.7% |
| 6M | -7.0% | +14.5% | -21.5% | -15.2% |
| YTD | +14.7% | +13.0% | +1.8% | +5.4% |
| 1Y | +18.6% | +19.4% | -0.8% | +4.8% |
| 3Y | +16.4% | +78.9% | -62.5% | -40.2% |
| All | +16.4% | +79.1% | -62.7% | -40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling