-82.4%
BRTX vs VT
+65.7%
-148.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1,751.4% | -1.1% | +1,752.5% | +1,750.8% |
| 7D | +1,258.5% | -0.1% | +1,258.6% | +1,236.2% |
| 30D | +1,263.2% | -0.7% | +1,263.9% | +1,249.6% |
| 3M | +594.7% | +4.0% | +590.7% | +552.2% |
| 6M | +1,081.0% | +12.3% | +1,068.7% | +912.3% |
| YTD | +133.2% | +14.0% | +119.2% | +98.6% |
| 1Y | +74.5% | +20.3% | +54.2% | +41.1% |
| 3Y | +53.2% | +75.4% | -22.2% | -14.1% |
| 5Y | -82.4% | +66.0% | -148.4% | -90.3% |
| All | -82.4% | +65.7% | -148.1% | -90.3% |
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