+2,191.2%
BWLP price history and return analytics
+217.6%
+1,973.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | -10.4% | -0.1% | -10.3% | -10.4% |
| 30D | -16.8% | -3.1% | -13.8% | -15.4% |
| 3M | +4.1% | -3.5% | +7.6% | +6.1% |
| 6M | +13.8% | +0.5% | +13.3% | +13.0% |
| YTD | +83.8% | +10.8% | +73.1% | +72.8% |
| 1Y | +79.1% | +11.9% | +67.2% | +67.3% |
| 3Y | +118.4% | +73.0% | +45.4% | +64.9% |
| 5Y | +753.2% | +58.6% | +694.6% | +564.4% |
| 10Y | +2,191.2% | +219.2% | +1,972.1% | +1,249.9% |
| All | +2,191.2% | +217.6% | +1,973.6% | +1,249.9% |
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