+810.9%
VOO vs BWA
+194.7%
+616.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.6% | +4.3% | -1.7% | +1.3% |
| 30D | -2.0% | -13.0% | +11.0% | +2.1% |
| 3M | -2.8% | -24.8% | +22.1% | +5.4% |
| 6M | +2.2% | -23.5% | +25.7% | +9.6% |
| YTD | +11.5% | +13.8% | -2.3% | +4.0% |
| 1Y | +13.5% | +13.4% | +0.1% | +5.8% |
| 3Y | +78.1% | +62.8% | +15.3% | +44.3% |
| 5Y | +73.1% | +28.5% | +44.7% | +47.1% |
| 10Y | +310.7% | +95.4% | +215.4% | +178.8% |
| All | +810.9% | +194.7% | +616.2% | +382.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling