+73.2%
VTI vs BROS
+33.7%
+39.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.2% |
| 7D | -2.0% | -6.1% | +4.0% | -1.3% |
| 30D | -1.9% | -12.4% | +10.4% | -0.5% |
| 3M | +4.5% | -27.9% | +32.5% | +8.0% |
| 6M | +12.6% | -16.8% | +29.4% | +13.9% |
| YTD | +12.0% | -29.0% | +41.0% | +15.1% |
| 1Y | +17.3% | -33.2% | +50.5% | +21.1% |
| 3Y | +75.3% | +56.8% | +18.6% | +58.9% |
| All | +73.2% | +33.7% | +39.6% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 5y: compounded portfolio wealth divided by compounded BROS 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…
5y analysis · Full analysis span regression · 6 months rolling