-66.7%
BBWI price history and return analytics
+66.2%
-132.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.4% |
| 7D | +1.6% | +1.0% | +0.5% | +0.1% |
| 30D | -6.2% | -0.2% | -6.0% | -6.1% |
| 3M | +4.3% | +4.5% | -0.2% | -2.8% |
| 6M | -7.2% | +14.1% | -21.2% | -24.3% |
| YTD | -3.0% | +14.8% | -17.8% | -21.6% |
| 1Y | -30.8% | +21.2% | -52.0% | -48.3% |
| 3Y | -43.4% | +76.6% | -120.0% | -75.5% |
| 5Y | -66.7% | +66.6% | -133.3% | -83.6% |
| All | -66.7% | +66.2% | -132.9% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling