-39.3%
VG vs BBWI
-44.7%
+5.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.3% | -0.5% |
| 7D | +1.7% | +1.5% | +0.2% | +1.6% |
| 30D | +16.0% | -5.2% | +21.2% | +16.1% |
| 3M | +9.7% | +11.1% | -1.4% | +7.8% |
| 6M | +29.6% | -13.4% | +42.9% | +32.8% |
| YTD | +112.0% | +0.1% | +111.9% | +105.1% |
| 1Y | +12.8% | -36.1% | +48.9% | +29.2% |
| All | -39.3% | -44.7% | +5.4% | -32.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling