-59.7%
BRN price history and return analytics
+65.7%
-125.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.7% |
| 7D | +8.3% | -1.1% | +9.4% | +8.7% |
| 30D | +8.3% | -1.0% | +9.3% | +8.6% |
| 3M | -2.8% | +3.2% | -6.0% | -4.0% |
| 6M | -5.5% | +12.5% | -17.9% | -9.8% |
| YTD | -6.3% | +14.1% | -20.4% | -11.1% |
| 1Y | -8.8% | +18.9% | -27.7% | -14.9% |
| 3Y | -61.3% | +74.1% | -135.4% | -70.1% |
| All | -59.7% | +65.7% | -125.3% | -67.1% |
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