-34.2%
BRSL vs VT
+13.3%
-47.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.1% | +6.1% | +6.4% |
| 7D | +1.6% | -0.7% | +2.3% | +2.0% |
| 30D | +3.6% | -1.7% | +5.4% | +4.9% |
| 3M | -6.8% | -2.3% | -4.5% | -5.1% |
| 6M | -16.1% | +1.5% | -17.7% | -16.8% |
| YTD | -29.6% | +12.0% | -41.6% | -34.3% |
| 1Y | -34.2% | +12.9% | -47.1% | -39.0% |
| All | -34.2% | +13.3% | -47.5% | -39.0% |
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