-8.7%
BRT vs VT
+65.7%
-74.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.5% |
| 7D | -2.3% | -0.1% | -2.1% | -2.2% |
| 30D | +0.1% | -0.7% | +0.7% | +0.5% |
| 3M | -2.5% | +4.0% | -6.5% | -5.7% |
| 6M | +2.0% | +12.3% | -10.3% | -7.5% |
| YTD | -0.2% | +14.0% | -14.2% | -10.8% |
| 1Y | -5.0% | +20.3% | -25.3% | -18.9% |
| 3Y | -6.4% | +75.4% | -81.9% | -42.0% |
| 5Y | -8.7% | +66.0% | -74.6% | -42.0% |
| All | -8.7% | +65.7% | -74.3% | -42.0% |
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