+292.7%
BBWI price history and return analytics
+357.6%
-64.9%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -1.2% |
| 7D | -6.2% | +0.4% | -6.5% | -6.5% |
| 30D | +25.5% | -2.6% | +28.1% | +29.3% |
| 3M | +8.0% | -3.2% | +11.2% | +12.1% |
| 6M | +12.7% | +0.9% | +11.7% | +11.1% |
| YTD | +11.6% | +11.3% | +0.3% | -1.8% |
| 1Y | -0.9% | +14.0% | -14.9% | -14.9% |
| 3Y | -22.7% | +75.8% | -98.5% | -59.1% |
| 5Y | -67.2% | +57.8% | -125.0% | -79.8% |
| 10Y | -43.7% | +219.8% | -263.5% | -82.5% |
| All | +292.7% | +357.6% | -64.9% | -10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling