+75.5%
BRUN vs VT
+39.3%
+36.3%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.1% | -7.1% |
| 7D | +4.9% | -0.1% | +5.0% | +5.1% |
| 30D | -0.8% | -0.7% | -0.1% | +0.2% |
| 3M | -40.4% | +4.0% | -44.4% | -41.4% |
| 6M | +63.2% | +12.3% | +50.9% | +59.5% |
| YTD | +37.3% | +14.0% | +23.3% | +34.0% |
| 1Y | +68.7% | +20.3% | +48.4% | +64.2% |
| All | +75.5% | +39.3% | +36.3% | +71.3% |
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