-51.4%
VG vs BBWI
-37.4%
-14.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.2% | +2.2% | -3.9% |
| 7D | -22.0% | -3.1% | -18.9% | -22.0% |
| 30D | -14.7% | +23.1% | -37.9% | -15.2% |
| 3M | -7.1% | +7.3% | -14.4% | -7.4% |
| 6M | -11.2% | +22.6% | -33.8% | -13.1% |
| YTD | +69.8% | +13.3% | +56.5% | +63.7% |
| 1Y | +49.9% | -2.6% | +52.4% | +52.2% |
| All | -51.4% | -37.4% | -14.0% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling