+155.6%
BRX price history and return analytics
+262.5%
-106.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.1% |
| 7D | -1.4% | -1.1% | -0.3% | -0.4% |
| 30D | -3.4% | -1.0% | -2.4% | -2.5% |
| 3M | -9.8% | +3.2% | -13.0% | -13.0% |
| 6M | -1.9% | +12.5% | -14.4% | -13.9% |
| YTD | +13.2% | +14.1% | -0.9% | -2.4% |
| 1Y | +6.8% | +18.9% | -12.1% | -12.0% |
| 3Y | +48.7% | +74.1% | -25.3% | -18.9% |
| 5Y | +59.4% | +66.9% | -7.5% | -8.9% |
| 10Y | +72.1% | +228.3% | -156.2% | -43.8% |
| All | +155.6% | +262.5% | -106.8% | -21.6% |
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