+40.1%
VG vs BWA
+15.7%
+24.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.4% | -3.0% | +3.6% |
| 7D | -8.3% | -0.6% | -7.7% | -8.6% |
| 30D | -10.3% | -16.1% | +5.8% | -14.7% |
| 3M | -10.8% | -24.6% | +13.8% | -17.6% |
| 6M | +3.5% | -15.7% | +19.2% | +0.8% |
| YTD | +74.0% | +15.1% | +58.9% | +69.5% |
| All | +40.1% | +15.7% | +24.4% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling