+77.3%
BBRE price history and return analytics
+154.8%
-77.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -0.3% | +1.0% | -1.3% | -1.2% |
| 30D | -2.9% | -0.2% | -2.7% | -2.7% |
| 3M | +2.0% | +4.5% | -2.5% | -2.3% |
| 6M | +6.8% | +14.1% | -7.2% | -5.7% |
| YTD | +15.4% | +14.8% | +0.6% | +1.0% |
| 1Y | +14.2% | +21.2% | -7.0% | -5.1% |
| 3Y | +39.6% | +76.6% | -37.0% | -18.8% |
| 5Y | +18.5% | +66.6% | -48.1% | -27.6% |
| All | +77.3% | +154.8% | -77.5% | -31.1% |
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