-99.0%
BRZU vs VT
+310.7%
-409.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.9% |
| 7D | +11.2% | +1.0% | +10.2% | +7.7% |
| 30D | +18.4% | -0.2% | +18.6% | +19.1% |
| 3M | +30.4% | +4.5% | +25.8% | +12.0% |
| 6M | +8.7% | +14.1% | -5.4% | -28.6% |
| YTD | +38.0% | +14.8% | +23.2% | -10.4% |
| 1Y | +65.5% | +21.2% | +44.3% | -9.8% |
| 3Y | +58.5% | +76.6% | -18.0% | -76.3% |
| 5Y | +50.1% | +66.6% | -16.5% | -76.2% |
| 10Y | -89.6% | +222.3% | -311.9% | -99.7% |
| All | -99.0% | +310.7% | -409.7% | -100.0% |
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