+170.1%
BWFG price history and return analytics
+65.7%
+104.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.7% |
| 7D | +1.8% | -1.1% | +2.9% | +2.5% |
| 30D | +0.9% | -1.0% | +1.8% | +1.5% |
| 3M | +24.7% | +3.2% | +21.6% | +21.6% |
| 6M | +47.8% | +12.5% | +35.3% | +34.6% |
| YTD | +51.3% | +14.1% | +37.2% | +36.2% |
| 1Y | +55.8% | +18.9% | +36.9% | +35.7% |
| 3Y | +183.9% | +74.1% | +109.8% | +92.7% |
| All | +170.1% | +65.7% | +104.4% | +84.5% |
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