+152.3%
BWA price history and return analytics
+222.7%
-70.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.7% |
| 7D | +0.1% | -0.1% | +0.3% | +0.3% |
| 30D | -5.6% | -0.7% | -4.9% | -4.7% |
| 3M | -10.7% | +4.0% | -14.7% | -14.7% |
| 6M | +23.2% | +12.3% | +10.9% | +7.9% |
| YTD | +46.0% | +14.0% | +32.0% | +25.6% |
| 1Y | +51.2% | +20.3% | +30.9% | +21.9% |
| 3Y | +69.6% | +75.4% | -5.9% | -12.7% |
| 5Y | +86.6% | +66.0% | +20.6% | +3.6% |
| 10Y | +152.3% | +228.2% | -75.9% | -39.8% |
| All | +152.3% | +222.7% | -70.4% | -39.8% |
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