-54.1%
BRLT vs VT
+75.0%
-129.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +2.3% | +0.4% | +1.8% | +1.8% |
| 30D | +30.8% | +1.0% | +29.8% | +29.5% |
| 3M | +11.5% | +2.4% | +9.1% | +8.6% |
| 6M | -17.6% | +12.0% | -29.6% | -27.2% |
| YTD | -22.3% | +15.3% | -37.6% | -33.3% |
| 1Y | -52.6% | +22.6% | -75.2% | -61.6% |
| All | -54.1% | +75.0% | -129.1% | -72.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling