+61.6%
BSBR price history and return analytics
+229.8%
-168.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.3% |
| 7D | +1.0% | -1.1% | +2.1% | +2.4% |
| 30D | +4.7% | -1.0% | +5.7% | +6.0% |
| 3M | +14.5% | +3.2% | +11.3% | +10.2% |
| 6M | +1.4% | +12.5% | -11.1% | -11.8% |
| YTD | +2.4% | +14.1% | -11.7% | -12.2% |
| 1Y | +14.8% | +18.9% | -4.1% | -6.2% |
| 3Y | +30.9% | +74.1% | -43.2% | -33.9% |
| 5Y | +20.9% | +66.9% | -46.0% | -36.6% |
| All | +61.6% | +229.8% | -168.1% | -70.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling