+68.5%
BWB price history and return analytics
+149.2%
-80.7%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.1% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | -0.9% | -0.7% | -0.2% | -0.3% |
| 3M | +8.6% | +4.0% | +4.6% | +4.5% |
| 6M | +21.9% | +12.3% | +9.6% | +9.1% |
| YTD | +21.3% | +14.0% | +7.3% | +7.1% |
| 1Y | +29.1% | +20.3% | +8.8% | +8.5% |
| 3Y | +108.1% | +75.4% | +32.7% | +25.2% |
| 5Y | +32.7% | +66.0% | -33.3% | -16.7% |
| All | +68.5% | +149.2% | -80.7% | -30.5% |
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 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