-30.1%
BRBS vs VT
+229.8%
-259.9%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | +3.3% | -1.1% | +4.4% | +3.8% |
| 30D | +8.2% | -1.0% | +9.2% | +8.6% |
| 3M | +23.2% | +3.2% | +20.0% | +21.4% |
| 6M | +20.6% | +12.5% | +8.1% | +14.2% |
| YTD | +11.8% | +14.1% | -2.2% | +5.3% |
| 1Y | +23.7% | +18.9% | +4.8% | +14.3% |
| 3Y | -33.2% | +74.1% | -107.2% | -46.6% |
| 5Y | -68.9% | +66.9% | -135.8% | -75.3% |
| All | -30.1% | +229.8% | -259.9% | -47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling