-48.7%
BRSP price history and return analytics
+145.8%
-194.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.4% |
| 7D | -0.2% | +1.0% | -1.2% | -1.6% |
| 30D | -9.6% | -0.2% | -9.3% | -9.3% |
| 3M | -13.3% | +4.5% | -17.8% | -18.9% |
| 6M | -13.9% | +14.1% | -27.9% | -29.1% |
| YTD | -12.3% | +14.8% | -27.1% | -28.5% |
| 1Y | -12.5% | +21.2% | -33.7% | -34.3% |
| 3Y | -3.0% | +76.6% | -79.5% | -58.4% |
| 5Y | -17.3% | +66.6% | -83.9% | -61.3% |
| All | -48.7% | +145.8% | -194.5% | -86.5% |
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