+159.7%
BRT price history and return analytics
+364.8%
-205.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.1% |
| 7D | -2.9% | -2.0% | -0.9% | -1.7% |
| 30D | +0.9% | -1.4% | +2.3% | +1.8% |
| 3M | -3.3% | +4.7% | -8.0% | -6.3% |
| 6M | +2.1% | +11.4% | -9.2% | -5.1% |
| YTD | +0.4% | +13.1% | -12.7% | -7.7% |
| 1Y | -5.6% | +19.0% | -24.6% | -16.0% |
| 3Y | -5.9% | +73.9% | -79.9% | -34.0% |
| 5Y | -4.1% | +65.4% | -69.5% | -30.8% |
| 10Y | +205.0% | +225.4% | -20.4% | +56.8% |
| All | +159.7% | +364.8% | -205.1% | -4.2% |
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