-88.3%
BRZU vs VT
+229.8%
-318.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -4.4% |
| 7D | +1.9% | -1.1% | +3.0% | +4.9% |
| 30D | +26.3% | -1.0% | +27.3% | +29.6% |
| 3M | +19.8% | +3.2% | +16.6% | +8.4% |
| 6M | -1.3% | +12.5% | -13.8% | -29.7% |
| YTD | +34.7% | +14.1% | +20.7% | -7.0% |
| 1Y | +56.8% | +18.9% | +37.9% | -4.0% |
| 3Y | +47.5% | +74.1% | -26.6% | -72.0% |
| 5Y | +42.5% | +66.9% | -24.3% | -71.7% |
| All | -88.3% | +229.8% | -318.1% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling