+313.4%
BSRR vs VT
+374.2%
-60.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.1% | +0.4% | +2.7% | +2.6% |
| 30D | +0.9% | +1.0% | -0.1% | -0.2% |
| 3M | +6.3% | +2.4% | +3.9% | +2.8% |
| 6M | +17.4% | +12.0% | +5.4% | +2.4% |
| YTD | +28.3% | +15.3% | +13.0% | +8.2% |
| 1Y | +37.9% | +22.6% | +15.4% | +8.5% |
| 3Y | +125.9% | +74.7% | +51.2% | +20.2% |
| 5Y | +99.6% | +66.1% | +33.5% | +9.1% |
| 10Y | +213.4% | +225.0% | -11.6% | -17.1% |
| All | +313.4% | +374.2% | -60.8% | -24.4% |
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 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