+66.4%
BRRR vs VT
+64.3%
+2.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | +1.5% | +1.0% | +0.5% | +0.1% |
| 30D | +20.8% | -0.2% | +21.0% | +21.2% |
| 3M | +23.7% | +4.5% | +19.1% | +16.2% |
| 6M | +15.0% | +14.1% | +1.0% | -4.5% |
| YTD | -10.6% | +14.8% | -25.4% | -25.7% |
| 1Y | -30.3% | +21.2% | -51.5% | -45.9% |
| All | +66.4% | +64.3% | +2.1% | -16.1% |
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