+2,241.0%
BWLP price history and return analytics
+222.7%
+2,018.4%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +2.2% | +2.9% | -0.7% | +0.6% |
| 30D | -14.3% | -2.5% | -11.8% | -13.1% |
| 3M | +3.6% | -3.3% | +7.0% | +5.5% |
| 6M | +15.6% | +1.5% | +14.1% | +14.2% |
| YTD | +87.8% | +11.4% | +76.5% | +76.1% |
| 1Y | +89.7% | +11.9% | +77.8% | +77.3% |
| 3Y | +123.2% | +73.9% | +49.3% | +68.0% |
| 5Y | +800.3% | +57.9% | +742.4% | +602.7% |
| All | +2,241.0% | +222.7% | +2,018.4% | +1,281.0% |
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 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