-64.0%
BRIA vs VT
+36.2%
-100.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -4.3% |
| 7D | +2.9% | -1.1% | +4.0% | +3.2% |
| 30D | +3.6% | -1.0% | +4.6% | +3.9% |
| 3M | -15.3% | +3.2% | -18.4% | -16.3% |
| 6M | -28.0% | +12.5% | -40.5% | -31.9% |
| YTD | -9.4% | +14.1% | -23.5% | -15.2% |
| 1Y | -40.0% | +18.9% | -58.9% | -45.2% |
| All | -64.0% | +36.2% | -100.2% | -69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling