+744.8%
BWXT price history and return analytics
+404.5%
+340.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.8% |
| 7D | -8.6% | -2.3% | -6.2% | -6.7% |
| 30D | -15.6% | -5.0% | -10.6% | -11.7% |
| 3M | -28.2% | -4.9% | -23.3% | -24.9% |
| 6M | -44.3% | -1.5% | -42.8% | -43.4% |
| YTD | -30.6% | +8.5% | -39.0% | -34.4% |
| 1Y | -38.0% | +11.4% | -49.4% | -42.6% |
| 3Y | +60.7% | +70.1% | -9.4% | +6.3% |
| 5Y | +129.2% | +53.7% | +75.5% | +62.4% |
| 10Y | +268.1% | +220.0% | +48.1% | +36.5% |
| All | +744.8% | +404.5% | +340.3% | +105.6% |
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