-94.4%
BRCC vs VT
+71.2%
-165.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +0.4% | +3.2% | +3.2% |
| 30D | -13.4% | +1.0% | -14.3% | -14.3% |
| 3M | -31.6% | +2.4% | -34.0% | -33.7% |
| 6M | +12.6% | +12.0% | +0.6% | -0.8% |
| YTD | -21.2% | +15.3% | -36.5% | -32.8% |
| 1Y | -42.1% | +22.6% | -64.6% | -53.6% |
| 3Y | -81.2% | +74.7% | -155.9% | -89.7% |
| All | -94.4% | +71.2% | -165.6% | -97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling