-90.1%
BRLT price history and return analytics
+66.9%
-157.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.3% | +4.6% |
| 7D | +13.6% | -2.0% | +15.6% | +16.6% |
| 30D | +12.8% | -1.4% | +14.2% | +14.8% |
| 3M | +20.0% | +4.7% | +15.3% | +11.8% |
| 6M | +11.9% | +11.4% | +0.6% | -5.1% |
| YTD | -14.3% | +13.1% | -27.3% | -28.7% |
| 1Y | -40.2% | +19.0% | -59.3% | -53.6% |
| 3Y | -46.8% | +73.9% | -120.7% | -77.3% |
| All | -90.1% | +66.9% | -157.0% | -94.5% |
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 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