+208.6%
BSRR vs VT
+221.4%
-12.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +3.2% | +1.0% | +2.2% | +2.1% |
| 30D | +0.5% | -0.2% | +0.7% | +0.7% |
| 3M | +4.6% | +4.5% | 0.0% | -0.9% |
| 6M | +22.1% | +14.1% | +8.0% | +4.7% |
| YTD | +27.1% | +14.8% | +12.4% | +8.1% |
| 1Y | +37.9% | +21.2% | +16.7% | +10.2% |
| 3Y | +127.1% | +76.6% | +50.6% | +20.1% |
| 5Y | +104.0% | +66.6% | +37.4% | +13.3% |
| 10Y | +208.6% | +222.3% | -13.7% | -20.4% |
| All | +208.6% | +221.4% | -12.9% | -20.4% |
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