-15.7%
BRTX vs VT
+74.5%
-90.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -1.8% |
| 7D | -0.7% | +2.9% | -3.5% | -9.5% |
| 30D | -5.7% | -2.5% | -3.2% | +1.3% |
| 3M | -64.7% | -3.3% | -61.3% | -61.6% |
| 6M | -62.0% | +1.5% | -63.6% | -66.5% |
| YTD | +27.7% | +11.4% | +16.3% | -20.2% |
| 1Y | +8.7% | +11.9% | -3.2% | -32.2% |
| All | -15.7% | +74.5% | -90.2% | -63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling