+0.7%
BRR price history and return analytics
+14.6%
-13.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +5.7% |
| 7D | +23.8% | -0.1% | +23.9% | +24.2% |
| 30D | +68.2% | -0.7% | +68.9% | +69.7% |
| 3M | +64.4% | +4.0% | +60.4% | +51.7% |
| 6M | +0.7% | +12.3% | -11.6% | -19.7% |
| All | +0.7% | +14.6% | -13.9% | -19.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling