+45.7%
BWG price history and return analytics
+229.8%
-184.1%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -2.0% | -1.1% | -0.9% | -1.5% |
| 30D | -2.7% | -1.0% | -1.8% | -2.3% |
| 3M | -3.1% | +3.2% | -6.3% | -4.6% |
| 6M | -0.5% | +12.5% | -13.0% | -6.0% |
| YTD | -3.4% | +14.1% | -17.5% | -9.5% |
| 1Y | -5.2% | +18.9% | -24.1% | -12.9% |
| 3Y | +32.6% | +74.1% | -41.5% | +0.7% |
| 5Y | +5.1% | +66.9% | -61.8% | -19.3% |
| All | +45.7% | +229.8% | -184.1% | -27.3% |
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