-51.1%
BRSL vs VT
+53.4%
-104.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.5% |
| 7D | +2.6% | -2.3% | +4.9% | +5.9% |
| 30D | -1.4% | -5.0% | +3.6% | +5.8% |
| 3M | -8.8% | -4.9% | -3.9% | -2.1% |
| 6M | -18.5% | -1.5% | -17.0% | -17.4% |
| YTD | -32.2% | +8.5% | -40.7% | -41.3% |
| 1Y | -36.2% | +11.4% | -47.5% | -47.1% |
| 3Y | -51.0% | +70.1% | -121.0% | -80.8% |
| All | -51.1% | +53.4% | -104.5% | -76.0% |
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 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