+87.9%
VUG vs BWA
+72.9%
+15.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | 0.0% |
| 7D | +0.9% | +4.3% | -3.4% | 0.0% |
| 30D | -1.4% | -2.9% | +1.5% | -1.0% |
| 3M | +2.3% | -12.4% | +14.8% | +4.7% |
| 6M | +15.7% | +28.6% | -12.9% | +9.6% |
| YTD | +8.6% | +48.2% | -39.6% | -1.4% |
| 1Y | +14.1% | +50.9% | -36.9% | +2.9% |
| 3Y | +87.9% | +72.2% | +15.7% | +54.2% |
| All | +87.9% | +72.9% | +15.0% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling