+276.6%
BR vs VO
+197.6%
+79.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | 0.0% |
| 7D | -1.3% | +2.9% | -4.2% | -3.5% |
| 30D | +13.7% | +1.0% | +12.7% | +12.6% |
| 3M | +13.8% | -1.7% | +15.5% | +15.1% |
| 6M | +29.7% | +6.7% | +23.0% | +22.8% |
| YTD | -12.6% | +14.0% | -26.6% | -21.9% |
| 1Y | -12.4% | +13.7% | -26.1% | -21.6% |
| 3Y | +14.1% | +65.8% | -51.7% | -25.1% |
| 5Y | +18.7% | +36.6% | -17.9% | -9.6% |
| All | +276.6% | +197.6% | +79.1% | +49.4% |
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