-52.2%
BRZE vs VT
+74.2%
-126.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.7% | -0.6% | -21.1% | -20.8% |
| 7D | -28.0% | -0.1% | -27.8% | -27.6% |
| 30D | -17.5% | -0.7% | -16.8% | -16.4% |
| 3M | +6.9% | +4.0% | +2.9% | +0.6% |
| 6M | +18.5% | +12.3% | +6.2% | -2.5% |
| YTD | -30.8% | +14.0% | -44.8% | -45.0% |
| 1Y | -24.2% | +20.3% | -44.5% | -45.0% |
| All | -52.2% | +74.2% | -126.3% | -81.8% |
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