+804.8%
BWXT vs VOO
+800.4%
+4.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.5% |
| 7D | +2.9% | +2.6% | +0.3% | +0.7% |
| 30D | -8.5% | -2.0% | -6.5% | -6.8% |
| 3M | -27.7% | -2.8% | -24.9% | -25.8% |
| 6M | -40.4% | +2.2% | -42.5% | -41.3% |
| YTD | -28.5% | +11.5% | -40.1% | -34.2% |
| 1Y | -30.5% | +13.5% | -44.0% | -36.8% |
| 3Y | +63.9% | +78.1% | -14.1% | +4.3% |
| 5Y | +144.0% | +73.1% | +70.9% | +56.3% |
| 10Y | +246.2% | +310.7% | -64.5% | -1.7% |
| All | +804.8% | +800.4% | +4.3% | +14.5% |
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