+72.5%
BRIF price history and return analytics
+36.0%
+36.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.3% |
| 7D | -1.9% | -2.0% | +0.1% | 0.0% |
| 30D | -3.3% | -1.4% | -1.9% | -2.0% |
| 3M | +5.6% | +4.7% | +0.9% | +0.9% |
| 6M | +18.9% | +11.4% | +7.5% | +7.0% |
| YTD | +22.4% | +13.1% | +9.4% | +8.5% |
| 1Y | +50.1% | +19.0% | +31.1% | +26.1% |
| All | +72.5% | +36.0% | +36.5% | +26.5% |
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 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