+64.1%
BW price history and return analytics
+74.1%
-10.0%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.6% | +14.0% | +8.5% |
| 7D | -6.9% | +0.4% | -7.2% | -7.1% |
| 30D | -30.6% | -2.6% | -28.0% | -23.4% |
| 3M | -59.6% | -3.2% | -56.3% | -53.8% |
| 6M | -73.9% | +0.9% | -74.9% | -73.2% |
| YTD | -40.2% | +11.3% | -51.5% | -53.4% |
| 1Y | -32.4% | +14.0% | -46.4% | -50.4% |
| 3Y | +64.1% | +75.8% | -11.8% | -71.9% |
| All | +64.1% | +74.1% | -10.0% | -71.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling