+430.1%
BWFG price history and return analytics
+394.1%
+35.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.4% |
| 7D | +2.1% | +2.9% | -0.8% | +0.6% |
| 30D | +9.3% | -2.5% | +11.8% | +10.6% |
| 3M | +5.5% | -3.3% | +8.8% | +7.2% |
| 6M | +42.0% | +1.5% | +40.5% | +40.4% |
| YTD | +58.2% | +11.4% | +46.9% | +49.0% |
| 1Y | +60.7% | +11.9% | +48.8% | +50.9% |
| 3Y | +195.1% | +73.9% | +121.2% | +125.5% |
| 5Y | +158.3% | +57.9% | +100.4% | +104.5% |
| 10Y | +240.1% | +222.6% | +17.4% | +116.8% |
| All | +430.1% | +394.1% | +35.9% | +231.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling