-47.7%
BBWI price history and return analytics
+221.8%
-269.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.9% |
| 7D | +0.1% | +2.4% | -2.2% | -3.3% |
| 30D | +12.9% | -1.5% | +14.4% | +15.4% |
| 3M | +16.0% | -4.1% | +20.1% | +23.2% |
| 6M | +16.6% | +0.6% | +16.1% | +14.9% |
| YTD | +9.7% | +11.0% | -1.3% | -7.0% |
| 1Y | +1.5% | +13.3% | -11.9% | -16.1% |
| 3Y | -21.4% | +73.4% | -94.7% | -65.2% |
| 5Y | -67.6% | +57.4% | -125.0% | -83.0% |
| All | -47.7% | +221.8% | -269.4% | -88.1% |
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