+954.4%
VTI vs BWA
+1,703.0%
-748.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | +0.6% | +4.3% | -3.6% | -0.8% |
| 30D | -1.1% | -2.9% | +1.8% | -0.3% |
| 3M | +3.9% | -12.4% | +16.3% | +8.0% |
| 6M | +14.6% | +28.6% | -13.9% | +4.0% |
| YTD | +13.3% | +48.2% | -34.9% | -3.5% |
| 1Y | +19.2% | +50.9% | -31.8% | +0.5% |
| 3Y | +77.4% | +72.2% | +5.2% | +38.9% |
| 5Y | +74.0% | +91.1% | -17.0% | +28.1% |
| 10Y | +294.6% | +144.0% | +150.6% | +145.8% |
| All | +954.4% | +1,703.0% | -748.6% | +147.8% |
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 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