+41.3%
BOW price history and return analytics
+46.5%
-5.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.3% |
| 7D | -0.1% | -2.0% | +1.9% | +0.7% |
| 30D | +0.4% | -1.4% | +1.9% | +1.0% |
| 3M | +24.2% | +4.7% | +19.4% | +21.5% |
| 6M | +46.5% | +11.4% | +35.1% | +38.0% |
| YTD | +17.8% | +13.1% | +4.7% | +10.0% |
| 1Y | +16.0% | +19.0% | -3.0% | +4.8% |
| All | +41.3% | +46.5% | -5.3% | +5.0% |
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