+203.1%
BSRR vs VT
+223.7%
-20.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.5% |
| 7D | -1.7% | +0.4% | -2.1% | -2.2% |
| 30D | +8.4% | -2.6% | +11.0% | +11.3% |
| 3M | +4.2% | -3.2% | +7.4% | +7.5% |
| 6M | +11.8% | +0.9% | +10.9% | +9.4% |
| YTD | +31.8% | +11.3% | +20.5% | +15.3% |
| 1Y | +45.0% | +14.0% | +31.0% | +23.4% |
| 3Y | +161.1% | +75.8% | +85.3% | +37.9% |
| 5Y | +93.1% | +57.8% | +35.3% | +13.9% |
| 10Y | +203.1% | +219.8% | -16.7% | -13.0% |
| All | +203.1% | +223.7% | -20.5% | -13.0% |
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 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