-65.8%
BRZE vs VT
+63.5%
-129.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.8% |
| 7D | -7.4% | +0.4% | -7.9% | -8.2% |
| 30D | +21.9% | +1.0% | +20.9% | +19.8% |
| 3M | +38.1% | +2.4% | +35.7% | +30.4% |
| 6M | +65.1% | +12.0% | +53.1% | +28.4% |
| YTD | -6.8% | +15.3% | -22.1% | -32.2% |
| 1Y | +15.5% | +22.6% | -7.0% | -25.7% |
| 3Y | -32.0% | +74.7% | -106.7% | -79.2% |
| All | -65.8% | +63.5% | -129.3% | -85.7% |
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