+58.2%
BRRR vs VT
+60.4%
-2.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | -0.2% |
| 7D | -6.8% | -0.7% | -6.1% | -6.0% |
| 30D | -9.9% | -1.7% | -8.2% | -7.6% |
| 3M | +17.6% | -2.3% | +19.9% | +21.6% |
| 6M | -9.1% | +1.5% | -10.6% | -10.9% |
| YTD | -15.0% | +12.0% | -27.0% | -26.9% |
| 1Y | -27.6% | +12.9% | -40.5% | -38.3% |
| All | +58.2% | +60.4% | -2.2% | -17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling