-18.7%
BWX vs VT
+53.4%
-72.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.1% | -2.3% | +2.2% | +0.4% |
| 30D | +1.3% | -5.0% | +6.2% | +2.4% |
| 3M | -1.8% | -4.9% | +3.1% | -0.7% |
| 6M | -3.3% | -1.5% | -1.7% | -3.0% |
| YTD | -3.4% | +8.5% | -11.9% | -5.2% |
| 1Y | -3.4% | +11.4% | -14.8% | -5.8% |
| 3Y | +6.0% | +70.1% | -64.1% | -7.4% |
| All | -18.7% | +53.4% | -72.1% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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