+712.6%
BWXT vs VT
+403.4%
+309.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.1% | -1.3% | -1.8% |
| 7D | -16.7% | -4.2% | -12.5% | -13.5% |
| 30D | -21.1% | -5.8% | -15.3% | -16.8% |
| 3M | -31.6% | -5.2% | -26.3% | -28.2% |
| 6M | -44.1% | +0.1% | -44.2% | -43.9% |
| YTD | -33.2% | +8.2% | -41.4% | -36.8% |
| 1Y | -41.6% | +10.1% | -51.8% | -45.5% |
| 3Y | +54.7% | +69.7% | -14.9% | +2.5% |
| 5Y | +120.5% | +53.4% | +67.1% | +56.5% |
| 10Y | +254.0% | +219.2% | +34.8% | +31.5% |
| All | +712.6% | +403.4% | +309.2% | +98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling