-69.2%
BRR price history and return analytics
+30.1%
-99.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +3.7% |
| 7D | +17.3% | -1.1% | +18.4% | +18.7% |
| 30D | +75.3% | -1.0% | +76.3% | +77.1% |
| 3M | +81.4% | +3.2% | +78.2% | +73.9% |
| 6M | +11.4% | +12.5% | -1.1% | -2.6% |
| YTD | -11.6% | +14.1% | -25.7% | -21.1% |
| 1Y | -69.3% | +18.9% | -88.2% | -70.7% |
| All | -69.2% | +30.1% | -99.3% | -51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling