-2.1%
BROS price history and return analytics
+62.8%
-64.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.8% | +7.0% |
| 7D | +6.3% | +2.4% | +4.0% | +2.3% |
| 30D | -8.3% | -1.5% | -6.8% | -4.7% |
| 3M | -29.8% | -4.1% | -25.7% | -23.9% |
| 6M | -25.8% | +0.6% | -26.4% | -26.4% |
| YTD | -41.4% | +11.0% | -52.4% | -50.7% |
| 1Y | -35.2% | +13.3% | -48.5% | -47.4% |
| 3Y | +32.8% | +73.4% | -40.6% | -47.6% |
| 5Y | -42.2% | +57.4% | -99.6% | -73.5% |
| All | -2.1% | +62.8% | -64.9% | -55.3% |
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