+25.1%
BROS price history and return analytics
+68.2%
-43.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.7% |
| 7D | -0.9% | +1.0% | -1.9% | -2.6% |
| 30D | -13.5% | -0.2% | -13.2% | -13.1% |
| 3M | -18.4% | +4.5% | -23.0% | -24.8% |
| 6M | -10.6% | +14.1% | -24.6% | -28.8% |
| YTD | -25.1% | +14.8% | -39.8% | -40.9% |
| 1Y | -28.6% | +21.2% | -49.8% | -48.8% |
| 3Y | +65.6% | +76.6% | -11.0% | -37.1% |
| All | +25.1% | +68.2% | -43.2% | -46.4% |
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