+376.8%
V vs BBWI
-56.0%
+432.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.3% |
| 7D | -1.1% | +1.6% | -2.6% | -1.3% |
| 30D | +1.9% | -6.2% | +8.1% | +2.6% |
| 3M | +15.5% | +4.3% | +11.2% | +14.3% |
| 6M | +16.6% | -7.2% | +23.8% | +16.4% |
| YTD | +5.7% | -3.0% | +8.8% | +4.4% |
| 1Y | +8.6% | -30.8% | +39.3% | +11.8% |
| 3Y | +52.5% | -43.4% | +95.9% | +56.8% |
| 5Y | +67.1% | -66.7% | +133.9% | +81.7% |
| 10Y | +376.8% | -55.7% | +432.5% | +304.8% |
| All | +376.8% | -56.0% | +432.8% | +304.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling