-25.3%
BRSP vs VT
+13.3%
-38.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.6% | -2.5% |
| 7D | -6.5% | -1.6% | -4.8% | -5.4% |
| 30D | -8.7% | -2.5% | -6.2% | -7.2% |
| 3M | -29.4% | -1.3% | -28.1% | -28.7% |
| 6M | -36.4% | +3.1% | -39.5% | -38.0% |
| YTD | -31.4% | +10.9% | -42.3% | -36.3% |
| All | -25.3% | +13.3% | -38.6% | -31.4% |
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 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