+68.1%
BRUN price history and return analytics
+39.3%
+28.8%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.2% |
| 7D | -5.7% | -1.1% | -4.6% | -4.7% |
| 30D | -25.0% | -1.0% | -24.0% | -24.0% |
| 3M | -45.0% | +3.2% | -48.2% | -45.7% |
| 6M | +56.0% | +12.5% | +43.5% | +52.5% |
| YTD | +31.6% | +14.1% | +17.5% | +28.4% |
| 1Y | +61.5% | +18.9% | +42.5% | +57.1% |
| All | +68.1% | +39.3% | +28.8% | +64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling