+164.2%
BWMX price history and return analytics
+186.1%
-22.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -1.3% | -1.1% | -0.2% | -0.7% |
| 30D | -5.0% | -1.0% | -4.0% | -4.5% |
| 3M | -12.4% | +3.2% | -15.6% | -13.8% |
| 6M | -6.4% | +12.5% | -18.9% | -11.7% |
| YTD | +15.8% | +14.1% | +1.8% | +8.6% |
| 1Y | +20.9% | +18.9% | +2.0% | +11.1% |
| 3Y | +16.6% | +74.1% | -57.5% | -9.9% |
| 5Y | -36.3% | +66.9% | -103.1% | -50.8% |
| All | +164.2% | +186.1% | -22.0% | +99.2% |
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