-65.0%
BRIA vs VT
+36.2%
-101.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -5.2% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | +1.4% | -0.7% | +2.1% | +1.7% |
| 3M | +2.2% | +4.0% | -1.8% | +0.6% |
| 6M | -27.8% | +12.3% | -40.1% | -31.7% |
| YTD | -11.9% | +14.0% | -26.0% | -17.5% |
| 1Y | -42.1% | +20.3% | -62.5% | -47.6% |
| All | -65.0% | +36.2% | -101.2% | -70.2% |
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