+34.0%
BRLN vs VT
+98.2%
-64.1%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.2% | -2.3% | +2.5% | +0.3% |
| 30D | 0.0% | -5.0% | +5.0% | +0.4% |
| 3M | +0.4% | -4.9% | +5.3% | +0.8% |
| 6M | +1.5% | -1.5% | +3.1% | +1.6% |
| YTD | +2.2% | +8.5% | -6.3% | +1.4% |
| 1Y | +3.4% | +11.4% | -8.0% | +2.3% |
| 3Y | +18.5% | +70.1% | -51.6% | +12.6% |
| All | +34.0% | +98.2% | -64.1% | +25.4% |
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