-38.7%
BWMX vs VOO
+81.6%
-120.2%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.1% |
| 7D | +0.1% | -0.4% | +0.4% | +0.3% |
| 30D | -3.8% | -1.4% | -2.5% | -2.9% |
| 3M | -14.1% | +3.7% | -17.8% | -16.4% |
| 6M | -6.9% | +13.0% | -20.0% | -14.8% |
| YTD | +15.6% | +12.4% | +3.2% | +6.1% |
| 1Y | +20.3% | +18.6% | +1.7% | +6.1% |
| 3Y | +17.3% | +78.1% | -60.7% | -24.8% |
| 5Y | -38.7% | +82.3% | -120.9% | -62.2% |
| All | -38.7% | +81.6% | -120.2% | -62.2% |
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 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