-15.7%
BR price history and return analytics
+13.3%
-28.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | +3.8% | -1.6% | +5.4% | +3.6% |
| 30D | +17.1% | -2.5% | +19.6% | +16.8% |
| 3M | +17.5% | -1.3% | +18.8% | +17.3% |
| 6M | +19.9% | +3.1% | +16.8% | +20.3% |
| YTD | -16.1% | +10.9% | -27.1% | -16.0% |
| All | -15.7% | +13.3% | -28.9% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling