+200.6%
BBW price history and return analytics
+229.8%
-29.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -3.2% |
| 7D | -6.3% | -1.1% | -5.2% | -5.1% |
| 30D | -25.4% | -1.0% | -24.4% | -24.7% |
| 3M | -18.0% | +3.2% | -21.2% | -21.2% |
| 6M | -35.8% | +12.5% | -48.2% | -44.5% |
| YTD | -54.4% | +14.1% | -68.5% | -61.1% |
| 1Y | -62.3% | +18.9% | -81.2% | -69.4% |
| 3Y | +3.8% | +74.1% | -70.3% | -45.0% |
| 5Y | +94.0% | +66.9% | +27.1% | +9.7% |
| All | +200.6% | +229.8% | -29.2% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling