+73.8%
VOO vs BWA
+30.6%
+43.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +3.3% | +7.3% | -4.0% | +1.4% |
| 30D | -2.7% | -15.8% | +13.1% | +1.5% |
| 3M | -1.7% | -25.7% | +24.0% | +5.6% |
| 6M | +3.1% | -19.6% | +22.7% | +7.9% |
| YTD | +11.9% | +14.1% | -2.1% | +4.6% |
| 1Y | +12.1% | +12.2% | -0.1% | +5.2% |
| 3Y | +78.6% | +63.8% | +14.7% | +44.4% |
| 5Y | +73.8% | +28.7% | +45.1% | +42.4% |
| All | +73.8% | +30.6% | +43.2% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling