-33.6%
BRN vs VT
+226.9%
-260.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.4% |
| 7D | +5.2% | -2.0% | +7.2% | +6.1% |
| 30D | +5.2% | -1.4% | +6.6% | +5.8% |
| 3M | -3.8% | +4.7% | -8.5% | -6.1% |
| 6M | +1.0% | +11.4% | -10.4% | -5.0% |
| YTD | -8.1% | +13.1% | -21.2% | -14.2% |
| 1Y | -11.3% | +19.0% | -30.3% | -19.3% |
| 3Y | -62.8% | +73.9% | -136.7% | -72.7% |
| 5Y | -60.0% | +65.4% | -125.4% | -70.1% |
| All | -33.6% | +226.9% | -260.5% | -63.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling