-3.8%
BROS price history and return analytics
+62.4%
-66.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.2% |
| 7D | -19.0% | -0.1% | -18.9% | -17.6% |
| 30D | -7.3% | -3.1% | -4.2% | -1.0% |
| 3M | -31.2% | -3.5% | -27.7% | -26.2% |
| 6M | -33.0% | +0.5% | -33.5% | -33.5% |
| YTD | -42.4% | +10.8% | -53.1% | -51.3% |
| 1Y | -37.7% | +11.9% | -49.6% | -48.3% |
| 3Y | +28.2% | +73.0% | -44.8% | -49.2% |
| 5Y | -43.4% | +58.6% | -102.0% | -73.9% |
| All | -3.8% | +62.4% | -66.2% | -55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling