+190.1%
BWXT vs VT
+66.2%
+123.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | +3.1% | +0.4% | +2.7% | +2.6% |
| 30D | -6.2% | +1.0% | -7.2% | -7.1% |
| 3M | -17.3% | +2.4% | -19.6% | -19.0% |
| 6M | -23.0% | +12.0% | -35.0% | -30.4% |
| YTD | -8.4% | +15.3% | -23.8% | -19.0% |
| 1Y | -3.2% | +22.6% | -25.8% | -18.2% |
| 3Y | +118.3% | +74.7% | +43.6% | +44.0% |
| All | +190.1% | +66.2% | +123.9% | +94.3% |
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