+78.4%
BRUN vs VT
+40.9%
+37.5%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.2% | +4.2% |
| 7D | +3.5% | +0.4% | +3.0% | +3.0% |
| 30D | -11.8% | +1.0% | -12.8% | -12.3% |
| 3M | -50.9% | +2.4% | -53.3% | -51.5% |
| 6M | +65.2% | +12.0% | +53.2% | +60.0% |
| YTD | +39.6% | +15.3% | +24.2% | +34.7% |
| 1Y | +71.6% | +22.6% | +49.0% | +65.1% |
| All | +78.4% | +40.9% | +37.5% | +72.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling