+2,215.6%
BWLP price history and return analytics
+215.5%
+2,000.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.9% |
| 7D | -12.6% | -2.3% | -10.3% | -11.5% |
| 30D | -14.3% | -5.0% | -9.3% | -11.9% |
| 3M | +5.3% | -4.9% | +10.2% | +8.1% |
| 6M | +18.0% | -1.5% | +19.6% | +18.5% |
| YTD | +85.8% | +8.5% | +77.3% | +76.6% |
| 1Y | +82.7% | +11.4% | +71.4% | +71.2% |
| 3Y | +121.0% | +70.1% | +50.9% | +68.5% |
| 5Y | +762.3% | +53.7% | +708.6% | +582.7% |
| All | +2,215.6% | +215.5% | +2,000.1% | +1,280.8% |
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