+187.0%
BR price history and return analytics
+229.8%
-42.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.0% |
| 7D | -3.0% | -1.1% | -1.9% | -2.1% |
| 30D | -0.3% | -1.0% | +0.7% | +0.5% |
| 3M | +17.3% | +3.2% | +14.1% | +14.0% |
| 6M | -6.7% | +12.5% | -19.2% | -16.1% |
| YTD | -23.4% | +14.1% | -37.5% | -32.2% |
| 1Y | -32.7% | +18.9% | -51.6% | -42.6% |
| 3Y | -5.9% | +74.1% | -80.0% | -43.0% |
| 5Y | +8.4% | +66.9% | -58.4% | -32.1% |
| All | +187.0% | +229.8% | -42.7% | +0.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling