+197.3%
BWMX vs VOO
+242.4%
-45.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +3.3% | +2.6% | +0.7% | +2.2% |
| 30D | +6.3% | -2.0% | +8.2% | +7.1% |
| 3M | +6.6% | -2.8% | +9.3% | +7.7% |
| 6M | +8.6% | +2.2% | +6.4% | +7.5% |
| YTD | +30.4% | +11.5% | +18.8% | +24.3% |
| 1Y | +30.0% | +13.5% | +16.5% | +23.0% |
| 3Y | +70.0% | +78.1% | -8.1% | +34.1% |
| 5Y | +1.1% | +73.1% | -72.0% | -20.8% |
| All | +197.3% | +242.4% | -45.1% | +125.5% |
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