-5.6%
BR price history and return analytics
+72.7%
-78.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.5% |
| 7D | -6.0% | -2.0% | -4.0% | -5.0% |
| 30D | -0.9% | -1.4% | +0.6% | -0.1% |
| 3M | +16.4% | +4.7% | +11.6% | +13.3% |
| 6M | -8.2% | +11.4% | -19.5% | -14.0% |
| YTD | -23.2% | +13.1% | -36.3% | -29.1% |
| 1Y | -30.9% | +19.0% | -50.0% | -38.7% |
| All | -5.6% | +72.7% | -78.3% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling