+18.4%
BROS price history and return analytics
+65.7%
-47.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.0% |
| 7D | -6.1% | -2.0% | -4.1% | -2.8% |
| 30D | -12.4% | -1.4% | -10.9% | -10.2% |
| 3M | -27.9% | +4.7% | -32.7% | -33.6% |
| 6M | -16.8% | +11.4% | -28.1% | -31.0% |
| YTD | -29.0% | +13.1% | -42.1% | -42.6% |
| 1Y | -33.2% | +19.0% | -52.2% | -50.5% |
| 3Y | +56.8% | +73.9% | -17.2% | -38.9% |
| All | +18.4% | +65.7% | -47.3% | -48.0% |
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