+45.3%
BRZU vs VT
+63.7%
-18.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.3% | +3.9% |
| 7D | +1.9% | -2.0% | +3.9% | +5.3% |
| 30D | +27.8% | -1.4% | +29.2% | +30.9% |
| 3M | +29.4% | +4.7% | +24.7% | +19.5% |
| 6M | +0.9% | +11.4% | -10.5% | -15.0% |
| YTD | +37.3% | +13.1% | +24.3% | +13.9% |
| 1Y | +62.3% | +19.0% | +43.3% | +24.4% |
| 3Y | +57.8% | +73.9% | -16.2% | -32.0% |
| 5Y | +45.3% | +65.4% | -20.1% | -28.7% |
| All | +45.3% | +63.7% | -18.4% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling