+51.2%
BRX vs VT
+76.6%
-25.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -0.4% | +1.0% | -1.4% | -1.0% |
| 30D | -4.0% | -0.2% | -3.8% | -3.9% |
| 3M | -4.8% | +4.5% | -9.4% | -7.7% |
| 6M | -1.0% | +14.1% | -15.1% | -9.9% |
| YTD | +14.9% | +14.8% | +0.1% | +3.6% |
| 1Y | +9.6% | +21.2% | -11.6% | -5.6% |
| 3Y | +51.2% | +76.6% | -25.4% | -12.5% |
| All | +51.2% | +76.6% | -25.4% | -12.5% |
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