+271.0%
BWFG price history and return analytics
+229.8%
+41.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.6% |
| 7D | +1.8% | -1.1% | +2.9% | +2.7% |
| 30D | +0.9% | -1.0% | +1.8% | +1.6% |
| 3M | +24.7% | +3.2% | +21.6% | +21.1% |
| 6M | +47.8% | +12.5% | +35.3% | +32.8% |
| YTD | +51.3% | +14.1% | +37.2% | +34.2% |
| 1Y | +55.8% | +18.9% | +36.9% | +33.2% |
| 3Y | +183.9% | +74.1% | +109.8% | +77.9% |
| 5Y | +170.2% | +66.9% | +103.3% | +73.4% |
| All | +271.0% | +229.8% | +41.2% | +36.7% |
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