+795.1%
BWXT price history and return analytics
+415.2%
+379.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | -3.9% | -0.1% | -3.8% | -3.8% |
| 30D | -12.0% | -3.1% | -8.9% | -9.4% |
| 3M | -24.9% | -3.5% | -21.4% | -22.4% |
| 6M | -38.1% | +0.5% | -38.6% | -38.1% |
| YTD | -26.4% | +10.8% | -37.2% | -31.7% |
| 1Y | -35.9% | +11.9% | -47.8% | -40.9% |
| 3Y | +69.4% | +73.0% | -3.6% | +10.4% |
| 5Y | +154.1% | +58.6% | +95.5% | +75.4% |
| 10Y | +260.1% | +219.2% | +40.9% | +34.1% |
| All | +795.1% | +415.2% | +379.9% | +114.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling