-60.8%
BRCB vs VT
+15.8%
-76.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.3% | +12.2% | +12.3% |
| 7D | +0.5% | +2.4% | -1.9% | -3.6% |
| 30D | +49.4% | -1.5% | +50.9% | +52.0% |
| 3M | +34.7% | -4.1% | +38.8% | +43.4% |
| 6M | +41.0% | +0.6% | +40.5% | +38.2% |
| YTD | -51.5% | +11.0% | -62.5% | -61.5% |
| 1Y | -50.7% | +13.3% | -64.1% | -62.2% |
| All | -60.8% | +15.8% | -76.6% | -71.7% |
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 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