-97.1%
BW price history and return analytics
+221.8%
-318.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.3% | -5.9% | -5.6% |
| 7D | +40.3% | +2.4% | +38.0% | +34.7% |
| 30D | -6.0% | -1.5% | -4.5% | -1.6% |
| 3M | -51.2% | -4.1% | -47.1% | -45.5% |
| 6M | -76.4% | +0.6% | -77.0% | -75.5% |
| YTD | -28.1% | +11.0% | -39.1% | -37.2% |
| 1Y | -29.8% | +13.3% | -43.2% | -40.9% |
| 3Y | +356.0% | +73.4% | +282.6% | +104.9% |
| 5Y | -53.6% | +57.4% | -111.0% | -75.0% |
| All | -97.1% | +221.8% | -318.9% | -99.4% |
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