+167.6%
BWMX vs VOO
+248.7%
-81.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -6.5% | +0.1% | -6.6% | -6.6% |
| 3M | -11.4% | +2.0% | -13.4% | -12.2% |
| 6M | -5.1% | +13.0% | -18.1% | -9.9% |
| YTD | +17.3% | +13.6% | +3.7% | +11.1% |
| 1Y | +22.6% | +20.1% | +2.5% | +13.4% |
| 3Y | +13.5% | +77.6% | -64.1% | -10.3% |
| 5Y | -40.1% | +82.4% | -122.5% | -53.6% |
| All | +167.6% | +248.7% | -81.1% | +101.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling