+43.5%
BRTX vs VOO
+77.4%
-33.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -1.9% |
| 7D | +1,704.1% | -0.8% | +1,704.8% | +1,710.3% |
| 30D | +1,157.7% | -1.1% | +1,158.7% | +1,159.9% |
| 3M | +610.1% | +3.9% | +606.2% | +565.6% |
| 6M | +859.7% | +13.6% | +846.1% | +694.7% |
| YTD | +127.2% | +12.7% | +114.5% | +93.7% |
| 1Y | +66.9% | +17.6% | +49.3% | +36.1% |
| 3Y | +43.5% | +77.3% | -33.8% | -17.2% |
| All | +43.5% | +77.4% | -33.9% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling