-52.6%
BRLT vs VT
+23.3%
-75.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.1% |
| 7D | +2.3% | +0.4% | +1.8% | +1.7% |
| 30D | +30.8% | +1.0% | +29.8% | +29.3% |
| 3M | +11.5% | +2.4% | +9.1% | +8.4% |
| 6M | -17.6% | +12.0% | -29.6% | -29.6% |
| YTD | -22.3% | +15.3% | -37.6% | -38.4% |
| 1Y | -52.6% | +22.6% | -75.2% | -72.6% |
| All | -52.6% | +23.3% | -75.9% | -72.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling