-90.5%
BRLT price history and return analytics
+68.3%
-158.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +8.3% |
| 7D | +10.7% | -0.1% | +10.8% | +10.8% |
| 30D | +13.3% | -0.7% | +14.0% | +14.2% |
| 3M | +17.9% | +4.0% | +13.9% | +10.9% |
| 6M | +10.7% | +12.3% | -1.6% | -7.2% |
| YTD | -17.1% | +14.0% | -31.2% | -31.8% |
| 1Y | -43.6% | +20.3% | -63.9% | -56.8% |
| 3Y | -48.6% | +75.4% | -124.0% | -78.3% |
| All | -90.5% | +68.3% | -158.8% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling