-57.4%
BBWI price history and return analytics
+222.7%
-280.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -5.3% |
| 7D | -4.4% | -0.1% | -4.3% | -4.1% |
| 30D | -7.4% | -0.7% | -6.7% | -6.6% |
| 3M | -2.2% | +4.0% | -6.2% | -8.2% |
| 6M | -16.3% | +12.3% | -28.6% | -30.1% |
| YTD | -9.1% | +14.0% | -23.2% | -25.8% |
| 1Y | -34.5% | +20.3% | -54.8% | -50.4% |
| 3Y | -47.0% | +75.4% | -122.4% | -76.7% |
| 5Y | -68.8% | +66.0% | -134.8% | -84.8% |
| 10Y | -57.4% | +228.2% | -285.5% | -90.7% |
| All | -57.4% | +222.7% | -280.0% | -90.7% |
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