+136.1%
BWXT vs VT
+53.4%
+82.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.7% |
| 7D | -8.6% | -2.3% | -6.2% | -6.5% |
| 30D | -15.6% | -5.0% | -10.6% | -11.2% |
| 3M | -28.2% | -4.9% | -23.3% | -24.6% |
| 6M | -44.3% | -1.5% | -42.8% | -43.3% |
| YTD | -30.6% | +8.5% | -39.0% | -34.8% |
| 1Y | -38.0% | +11.4% | -49.4% | -42.9% |
| 3Y | +60.7% | +70.1% | -9.4% | +10.3% |
| All | +136.1% | +53.4% | +82.7% | +68.8% |
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