-29.0%
BRSL vs VT
+21.4%
-50.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -0.5% | +1.0% | -1.5% | -1.3% |
| 30D | +2.6% | -0.2% | +2.8% | +2.8% |
| 3M | +0.8% | +4.5% | -3.8% | -2.6% |
| 6M | -12.1% | +14.1% | -26.2% | -20.7% |
| YTD | -23.9% | +14.8% | -38.7% | -31.6% |
| 1Y | -29.0% | +21.2% | -50.2% | -40.6% |
| All | -29.0% | +21.4% | -50.4% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling