-5.0%
BWZ price history and return analytics
+644.6%
-649.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.6% | +2.4% | -3.0% | -0.9% |
| 30D | -0.5% | -1.5% | +1.0% | -0.3% |
| 3M | -2.1% | -4.1% | +2.0% | -1.6% |
| 6M | -2.3% | +0.6% | -2.9% | -2.5% |
| YTD | -2.0% | +11.0% | -13.0% | -3.4% |
| 1Y | -1.0% | +13.3% | -14.3% | -2.7% |
| 3Y | +8.6% | +73.4% | -64.8% | +0.5% |
| 5Y | -6.2% | +57.4% | -63.6% | -12.5% |
| 10Y | -3.5% | +221.7% | -225.2% | -19.0% |
| All | -5.0% | +644.6% | -649.5% | -31.7% |
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