-90.7%
BRLT vs VOO
+85.9%
-176.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.8% | -6.2% | -6.4% |
| 7D | +4.4% | -0.8% | +5.2% | +5.3% |
| 30D | +8.4% | -1.1% | +9.5% | +9.7% |
| 3M | +16.4% | +3.9% | +12.5% | +10.2% |
| 6M | +9.2% | +13.6% | -4.4% | -8.7% |
| YTD | -18.9% | +12.7% | -31.6% | -31.2% |
| 1Y | -46.2% | +17.6% | -63.8% | -56.8% |
| 3Y | -50.1% | +77.3% | -127.4% | -78.6% |
| All | -90.7% | +85.9% | -176.6% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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