+319.5%
BSRR vs VT
+346.0%
-26.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.5% | -2.3% | +1.8% | +2.0% |
| 30D | +6.0% | -5.0% | +11.0% | +11.8% |
| 3M | +2.0% | -4.9% | +6.9% | +7.4% |
| 6M | +13.9% | -1.5% | +15.4% | +14.5% |
| YTD | +30.2% | +8.5% | +21.7% | +17.1% |
| 1Y | +44.1% | +11.4% | +32.7% | +25.6% |
| 3Y | +151.9% | +70.1% | +81.8% | +37.5% |
| 5Y | +90.0% | +53.7% | +36.2% | +12.9% |
| 10Y | +231.5% | +220.0% | +11.5% | -11.1% |
| All | +319.5% | +346.0% | -26.5% | -18.2% |
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