+60.7%
BWXT price history and return analytics
+69.7%
-9.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.7% |
| 7D | -8.6% | -2.3% | -6.2% | -5.8% |
| 30D | -15.6% | -5.0% | -10.6% | -9.6% |
| 3M | -28.2% | -4.9% | -23.3% | -23.2% |
| 6M | -44.3% | -1.5% | -42.8% | -43.1% |
| YTD | -30.6% | +8.5% | -39.0% | -37.0% |
| 1Y | -38.0% | +11.4% | -49.4% | -45.3% |
| 3Y | +60.7% | +70.1% | -9.4% | -2.0% |
| All | +60.7% | +69.7% | -9.0% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling