+64.6%
BWB price history and return analytics
+142.7%
-78.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +2.4% | +2.4% | +0.1% | +0.3% |
| 30D | +3.0% | -1.5% | +4.5% | +4.2% |
| 3M | -6.6% | -4.1% | -2.5% | -3.4% |
| 6M | +14.6% | +0.6% | +14.0% | +13.2% |
| YTD | +18.5% | +11.0% | +7.4% | +6.7% |
| 1Y | +23.7% | +13.3% | +10.4% | +9.3% |
| 3Y | +102.8% | +73.4% | +29.4% | +22.9% |
| 5Y | +6.1% | +57.4% | -51.4% | -30.2% |
| All | +64.6% | +142.7% | -78.1% | -30.7% |
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