+74.2%
BWXT vs VT
+74.1%
+0.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.6% | +4.5% | +3.6% |
| 7D | -1.9% | +0.4% | -2.3% | -2.5% |
| 30D | -11.0% | -2.6% | -8.4% | -7.7% |
| 3M | -24.5% | -3.2% | -21.3% | -21.0% |
| 6M | -37.5% | +0.9% | -38.4% | -38.1% |
| YTD | -25.6% | +11.3% | -36.9% | -34.7% |
| 1Y | -33.5% | +14.0% | -47.5% | -43.0% |
| 3Y | +74.2% | +75.8% | -1.6% | +3.9% |
| All | +74.2% | +74.1% | +0.1% | +3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling