+3.8%
BBW price history and return analytics
+74.2%
-70.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -3.2% |
| 7D | -6.3% | -1.1% | -5.2% | -5.0% |
| 30D | -25.4% | -1.0% | -24.4% | -24.7% |
| 3M | -18.0% | +3.2% | -21.2% | -21.5% |
| 6M | -35.8% | +12.5% | -48.2% | -45.3% |
| YTD | -54.4% | +14.1% | -68.5% | -61.8% |
| 1Y | -62.3% | +18.9% | -81.2% | -70.2% |
| 3Y | +3.8% | +74.1% | -70.3% | -48.4% |
| All | +3.8% | +74.2% | -70.4% | -48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling