-35.4%
BWXT price history and return analytics
+13.3%
-48.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.8% |
| 7D | +3.4% | -0.7% | +4.1% | +4.7% |
| 30D | -10.2% | -1.7% | -8.4% | -7.3% |
| 3M | -25.8% | -2.3% | -23.5% | -22.6% |
| 6M | -40.2% | +1.5% | -41.7% | -42.4% |
| YTD | -27.0% | +12.0% | -39.0% | -43.8% |
| 1Y | -35.4% | +12.9% | -48.3% | -51.0% |
| All | -35.4% | +13.3% | -48.7% | -51.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling