-46.4%
BRN vs VT
+221.8%
-268.2%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +1.2% | +2.4% | -1.2% | +0.1% |
| 30D | -8.4% | -1.5% | -6.9% | -7.9% |
| 3M | -9.4% | -4.1% | -5.3% | -7.8% |
| 6M | -20.9% | +0.6% | -21.5% | -21.6% |
| YTD | -21.6% | +11.0% | -32.7% | -26.2% |
| 1Y | -26.3% | +13.3% | -39.6% | -31.3% |
| 3Y | -64.9% | +73.4% | -138.3% | -74.2% |
| 5Y | -66.2% | +57.4% | -123.7% | -74.1% |
| All | -46.4% | +221.8% | -268.2% | -70.9% |
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