-48.2%
BRSP vs VT
+147.0%
-195.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.5% |
| 7D | -1.5% | +0.4% | -1.9% | -2.1% |
| 30D | -6.4% | +1.0% | -7.4% | -7.7% |
| 3M | -13.5% | +2.4% | -15.8% | -16.8% |
| 6M | -16.5% | +12.0% | -28.5% | -29.4% |
| YTD | -11.4% | +15.3% | -26.7% | -28.3% |
| 1Y | -10.9% | +22.6% | -33.5% | -34.2% |
| 3Y | -4.0% | +74.7% | -78.7% | -58.2% |
| 5Y | -21.1% | +66.1% | -87.2% | -62.8% |
| All | -48.2% | +147.0% | -195.2% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling