-91.8%
BRN price history and return analytics
+364.8%
-456.6%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.5% |
| 7D | +5.2% | -2.0% | +7.2% | +6.3% |
| 30D | +5.2% | -1.4% | +6.6% | +5.9% |
| 3M | -3.8% | +4.7% | -8.5% | -6.5% |
| 6M | +1.0% | +11.4% | -10.4% | -5.9% |
| YTD | -8.1% | +13.1% | -21.2% | -15.0% |
| 1Y | -11.3% | +19.0% | -30.3% | -20.2% |
| 3Y | -62.8% | +73.9% | -136.7% | -73.4% |
| 5Y | -60.0% | +65.4% | -125.4% | -70.7% |
| 10Y | -33.6% | +225.4% | -259.0% | -66.9% |
| All | -91.8% | +364.8% | -456.6% | -96.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling