-0.8%
BWMX vs VOO
+75.2%
-76.0%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.4% |
| 7D | +0.4% | -0.9% | +1.3% | +0.9% |
| 30D | +5.4% | -2.3% | +7.8% | +7.1% |
| 3M | +5.2% | -1.2% | +6.4% | +5.9% |
| 6M | +6.6% | +3.3% | +3.3% | +3.8% |
| YTD | +27.9% | +12.3% | +15.5% | +17.2% |
| 1Y | +27.8% | +12.5% | +15.3% | +17.0% |
| 3Y | +69.9% | +79.2% | -9.3% | +8.2% |
| All | -0.8% | +75.2% | -76.0% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling