+75.3%
VTI vs BROS
+41.2%
+34.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.4% |
| 7D | +0.6% | -0.9% | +1.6% | +0.7% |
| 30D | -1.1% | -13.5% | +12.4% | +0.5% |
| 3M | +3.9% | -18.4% | +22.3% | +5.7% |
| 6M | +14.6% | -10.6% | +25.2% | +14.9% |
| YTD | +13.3% | -25.1% | +38.4% | +15.8% |
| 1Y | +19.2% | -28.6% | +47.8% | +22.1% |
| 3Y | +77.4% | +65.6% | +11.8% | +59.7% |
| All | +75.3% | +41.2% | +34.1% | +62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling