+197.1%
BWXT price history and return analytics
+66.2%
+130.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.3% |
| 7D | -0.7% | +1.0% | -1.7% | -1.7% |
| 30D | -5.4% | -0.2% | -5.2% | -5.2% |
| 3M | -14.3% | +4.5% | -18.8% | -17.7% |
| 6M | -17.5% | +14.1% | -31.5% | -26.6% |
| YTD | -6.8% | +14.8% | -21.6% | -17.2% |
| 1Y | -1.5% | +21.2% | -22.7% | -15.9% |
| 3Y | +128.0% | +76.6% | +51.4% | +49.6% |
| 5Y | +197.1% | +66.6% | +130.5% | +99.3% |
| All | +197.1% | +66.2% | +130.9% | +99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling