+3,306.4%
V vs BBWI
+305.5%
+3,000.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.5% |
| 7D | -0.8% | -6.2% | +5.4% | +0.5% |
| 30D | +9.5% | +25.5% | -16.0% | +4.4% |
| 3M | +16.7% | +8.0% | +8.7% | +13.9% |
| 6M | +32.9% | +12.7% | +20.3% | +27.7% |
| YTD | +21.1% | +11.6% | +9.5% | +14.8% |
| 1Y | +26.6% | -0.9% | +27.5% | +21.6% |
| 3Y | +78.4% | -22.7% | +101.1% | +71.8% |
| 5Y | +105.5% | -67.2% | +172.6% | +131.1% |
| 10Y | +444.2% | -43.7% | +487.9% | +355.6% |
| All | +3,306.4% | +305.5% | +3,000.9% | +1,147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling