-44.2%
BROS price history and return analytics
+57.4%
-101.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +2.2% |
| 7D | -17.9% | +0.4% | -18.3% | -17.2% |
| 30D | -5.4% | -2.6% | -2.8% | +0.3% |
| 3M | -32.1% | -3.2% | -28.8% | -27.4% |
| 6M | -31.7% | +0.9% | -32.6% | -32.8% |
| YTD | -41.2% | +11.3% | -52.5% | -50.9% |
| 1Y | -32.6% | +14.0% | -46.6% | -46.0% |
| 3Y | +32.7% | +75.8% | -43.2% | -50.2% |
| 5Y | -44.2% | +57.8% | -102.1% | -73.2% |
| All | -44.2% | +57.4% | -101.6% | -73.2% |
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 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