-59.7%
BRCB vs VT
+16.1%
-75.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.7% | -0.7% |
| 7D | +4.6% | +0.4% | +4.2% | +4.0% |
| 30D | +53.1% | -2.6% | +55.7% | +59.4% |
| 3M | +51.0% | -3.2% | +54.3% | +59.3% |
| 6M | -3.3% | +0.9% | -4.3% | -5.9% |
| YTD | -50.1% | +11.3% | -61.4% | -60.3% |
| 1Y | -54.0% | +14.0% | -68.0% | -64.7% |
| All | -59.7% | +16.1% | -75.8% | -70.8% |
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