+3,310.4%
V vs BBWI
+298.0%
+3,012.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +0.7% |
| 7D | +2.2% | -6.2% | +8.4% | +3.5% |
| 30D | +13.6% | +19.9% | -6.3% | +9.2% |
| 3M | +14.3% | +7.1% | +7.1% | +11.8% |
| 6M | +33.1% | +13.7% | +19.4% | +27.6% |
| YTD | +21.2% | +9.6% | +11.6% | +15.4% |
| 1Y | +26.4% | -1.6% | +28.1% | +21.6% |
| 3Y | +77.6% | -25.9% | +103.5% | +72.7% |
| 5Y | +102.6% | -67.8% | +170.4% | +128.8% |
| 10Y | +464.4% | -43.5% | +507.9% | +370.4% |
| All | +3,310.4% | +298.0% | +3,012.4% | +1,154.2% |
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