+90.3%
BRUN vs VT
+40.2%
+50.1%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +7.2% |
| 7D | +11.9% | +1.0% | +10.9% | +10.8% |
| 30D | +3.4% | -0.2% | +3.6% | +4.0% |
| 3M | -36.5% | +4.5% | -41.0% | -37.9% |
| 6M | +76.7% | +14.1% | +62.7% | +71.4% |
| YTD | +48.9% | +14.8% | +34.1% | +44.3% |
| 1Y | +82.9% | +21.2% | +61.7% | +76.8% |
| All | +90.3% | +40.2% | +50.1% | +84.5% |
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