+2,236.8%
BWLP price history and return analytics
+224.4%
+2,012.5%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.8% | +1.4% |
| 7D | -2.6% | -0.7% | -1.9% | -2.2% |
| 30D | -15.9% | -1.7% | -14.2% | -15.1% |
| 3M | +7.7% | -2.3% | +10.0% | +9.0% |
| 6M | +15.4% | +1.5% | +13.9% | +14.0% |
| YTD | +87.5% | +12.0% | +75.4% | +75.2% |
| 1Y | +84.3% | +12.9% | +71.4% | +71.4% |
| 3Y | +122.8% | +74.9% | +47.8% | +67.2% |
| 5Y | +770.2% | +59.9% | +710.3% | +574.6% |
| 10Y | +2,236.8% | +224.6% | +2,012.2% | +1,272.5% |
| All | +2,236.8% | +224.4% | +2,012.5% | +1,272.5% |
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 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