-10.5%
BR vs VT
+10.5%
-21.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +6.5% | -2.3% | +8.8% | +6.1% |
| 30D | +18.9% | -5.0% | +23.9% | +18.2% |
| 3M | +16.3% | -4.9% | +21.2% | +15.6% |
| 6M | +26.2% | -1.5% | +27.7% | +26.2% |
| YTD | -13.1% | +8.5% | -21.6% | -13.3% |
| 1Y | -10.5% | +11.4% | -21.8% | -10.7% |
| All | -10.5% | +10.5% | -21.0% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling