+145.4%
BRW price history and return analytics
+368.8%
-223.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -2.3% | -0.7% | -1.6% | -2.0% |
| 3M | -0.1% | +4.0% | -4.1% | -1.8% |
| 6M | +7.0% | +12.3% | -5.3% | +1.8% |
| YTD | +1.9% | +14.0% | -12.1% | -3.7% |
| 1Y | -9.5% | +20.3% | -29.8% | -16.5% |
| 3Y | +25.4% | +75.4% | -50.0% | -1.6% |
| 5Y | +36.9% | +66.0% | -29.1% | +8.6% |
| 10Y | +58.8% | +228.2% | -169.3% | -8.1% |
| All | +145.4% | +368.8% | -223.4% | +17.9% |
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