+197.3%
BWMX price history and return analytics
+178.6%
+18.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +3.3% | +2.4% | +1.0% | +2.2% |
| 30D | +6.3% | -1.5% | +7.8% | +7.0% |
| 3M | +6.6% | -4.1% | +10.7% | +8.6% |
| 6M | +8.6% | +0.6% | +8.0% | +8.1% |
| YTD | +30.4% | +11.0% | +19.3% | +23.6% |
| 1Y | +30.0% | +13.3% | +16.7% | +22.1% |
| 3Y | +70.0% | +73.4% | -3.4% | +31.5% |
| 5Y | +1.1% | +57.4% | -56.3% | -20.6% |
| All | +197.3% | +178.6% | +18.7% | +126.8% |
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