-96.9%
BW price history and return analytics
+222.7%
-319.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.6% |
| 7D | +56.8% | +2.9% | +53.9% | +48.9% |
| 30D | -2.4% | -2.5% | +0.1% | +4.2% |
| 3M | -50.3% | -3.3% | -46.9% | -45.4% |
| 6M | -75.4% | +1.5% | -76.9% | -75.0% |
| YTD | -23.3% | +11.4% | -34.7% | -33.5% |
| 1Y | -30.6% | +11.9% | -42.5% | -40.0% |
| 3Y | +362.9% | +73.9% | +289.0% | +106.7% |
| 5Y | -50.6% | +57.9% | -108.4% | -73.5% |
| All | -96.9% | +222.7% | -319.6% | -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