+151.9%
BSRR vs VT
+69.7%
+82.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.5% | -2.3% | +1.8% | +1.5% |
| 30D | +6.0% | -5.0% | +11.0% | +10.7% |
| 3M | +2.0% | -4.9% | +6.9% | +6.3% |
| 6M | +13.9% | -1.5% | +15.4% | +14.1% |
| YTD | +30.2% | +8.5% | +21.7% | +17.6% |
| 1Y | +44.1% | +11.4% | +32.7% | +26.2% |
| 3Y | +151.9% | +70.1% | +81.8% | +10.8% |
| All | +151.9% | +69.7% | +82.2% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling