+278.6%
BR vs VO
+197.6%
+81.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.1% | +3.1% | -2.0% | -1.3% |
| 30D | +14.4% | +2.2% | +12.2% | +12.3% |
| 3M | +12.4% | -2.5% | +14.9% | +14.4% |
| 6M | +35.4% | +7.0% | +28.5% | +28.0% |
| YTD | -12.2% | +14.0% | -26.2% | -21.5% |
| 1Y | -12.7% | +15.6% | -28.4% | -22.9% |
| 3Y | +14.3% | +66.2% | -51.9% | -25.1% |
| 5Y | +19.3% | +36.6% | -17.3% | -9.1% |
| All | +278.6% | +197.6% | +81.0% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling