+37.9%
BWEN price history and return analytics
+65.7%
-27.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -1.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.5% |
| 30D | -9.4% | -0.7% | -8.7% | -8.4% |
| 3M | -1.7% | +4.0% | -5.7% | -5.7% |
| 6M | +73.4% | +12.3% | +61.1% | +45.6% |
| YTD | +42.8% | +14.0% | +28.7% | +18.1% |
| 1Y | +90.6% | +20.3% | +70.3% | +46.7% |
| 3Y | -4.7% | +75.4% | -80.2% | -60.8% |
| 5Y | +37.9% | +66.0% | -28.1% | -28.6% |
| All | +37.9% | +65.7% | -27.8% | -28.6% |
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