+91.1%
BWA price history and return analytics
+66.2%
+24.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | +4.3% | +1.0% | +3.3% | +3.0% |
| 30D | -2.9% | -0.2% | -2.7% | -2.6% |
| 3M | -12.4% | +4.5% | -17.0% | -16.9% |
| 6M | +28.6% | +14.1% | +14.5% | +10.5% |
| YTD | +48.2% | +14.8% | +33.5% | +26.5% |
| 1Y | +50.9% | +21.2% | +29.7% | +20.6% |
| 3Y | +72.2% | +76.6% | -4.4% | -11.9% |
| 5Y | +91.1% | +66.6% | +24.5% | +3.5% |
| All | +91.1% | +66.2% | +24.9% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling