+753.2%
BWLP price history and return analytics
+248.3%
+504.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -2.5% |
| 7D | -16.4% | -4.2% | -12.3% | -14.7% |
| 30D | -15.5% | -5.8% | -9.7% | -13.1% |
| 3M | +7.8% | -5.2% | +13.1% | +10.5% |
| 6M | +12.0% | +0.1% | +11.9% | +11.5% |
| YTD | +83.8% | +8.2% | +75.6% | +76.2% |
| 1Y | +78.0% | +10.1% | +67.9% | +69.2% |
| 3Y | +122.8% | +69.7% | +53.1% | +76.7% |
| 5Y | +753.2% | +53.4% | +699.9% | +597.3% |
| 10Y | +2,191.2% | +219.2% | +1,972.0% | +1,432.2% |
| All | +753.2% | +248.3% | +504.9% | +476.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling