+285.2%
BRO price history and return analytics
+229.8%
+55.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.9% |
| 7D | -7.3% | -1.1% | -6.2% | -6.5% |
| 30D | -6.9% | -1.0% | -5.9% | -6.2% |
| 3M | +10.7% | +3.2% | +7.5% | +7.5% |
| 6M | -2.7% | +12.5% | -15.2% | -12.3% |
| YTD | -16.3% | +14.1% | -30.4% | -25.7% |
| 1Y | -29.1% | +18.9% | -48.0% | -39.3% |
| 3Y | -7.8% | +74.1% | -81.9% | -43.9% |
| 5Y | +18.7% | +66.9% | -48.1% | -25.1% |
| All | +285.2% | +229.8% | +55.4% | +39.2% |
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