-98.2%
BW price history and return analytics
+222.2%
-320.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.7% | -14.5% | -15.9% |
| 7D | -19.1% | -0.3% | -18.8% | -18.9% |
| 30D | -34.6% | -1.4% | -33.1% | -32.8% |
| 3M | -63.6% | -1.4% | -62.2% | -62.2% |
| 6M | -75.5% | +5.5% | -81.0% | -77.1% |
| YTD | -41.8% | +12.8% | -54.6% | -50.6% |
| 1Y | -1.3% | +15.4% | -16.8% | -18.7% |
| 3Y | +44.7% | +76.9% | -32.2% | -34.1% |
| 5Y | -49.1% | +60.4% | -109.5% | -71.9% |
| 10Y | -97.3% | +232.8% | -330.1% | -99.3% |
| All | -98.2% | +222.2% | -320.3% | -99.5% |
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