-51.7%
BRZE price history and return analytics
+74.2%
-126.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.6% |
| 7D | -25.1% | -1.1% | -24.0% | -23.7% |
| 30D | -13.5% | -1.0% | -12.5% | -12.1% |
| 3M | +10.5% | +3.2% | +7.4% | +5.3% |
| 6M | +27.1% | +12.5% | +14.6% | +4.2% |
| YTD | -30.2% | +14.1% | -44.2% | -44.5% |
| 1Y | -22.5% | +18.9% | -41.4% | -42.6% |
| 3Y | -51.7% | +74.1% | -125.8% | -81.6% |
| All | -51.7% | +74.2% | -126.0% | -81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling