+377.3%
BRT vs VOO
+810.0%
-432.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.9% |
| 7D | -1.1% | -0.8% | -0.3% | -0.7% |
| 30D | -0.4% | -1.1% | +0.7% | +0.3% |
| 3M | -3.3% | +3.9% | -7.2% | -5.8% |
| 6M | +2.8% | +13.6% | -10.8% | -5.4% |
| YTD | 0.0% | +12.7% | -12.7% | -7.5% |
| 1Y | -7.6% | +17.6% | -25.1% | -16.9% |
| 3Y | -5.9% | +77.3% | -83.2% | -34.6% |
| 5Y | -4.5% | +84.1% | -88.6% | -35.5% |
| 10Y | +203.9% | +323.5% | -119.7% | +53.5% |
| All | +377.3% | +810.0% | -432.8% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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