+23.7%
BRBS vs VT
+19.6%
+4.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.7% |
| 7D | +3.3% | -1.1% | +4.4% | +3.6% |
| 30D | +8.2% | -1.0% | +9.2% | +8.5% |
| 3M | +23.2% | +3.2% | +20.0% | +21.8% |
| 6M | +20.6% | +12.5% | +8.1% | +13.5% |
| YTD | +11.8% | +14.1% | -2.2% | +5.1% |
| 1Y | +23.7% | +18.9% | +4.8% | +13.9% |
| All | +23.7% | +19.6% | +4.0% | +13.9% |
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