+327.3%
BSRR price history and return analytics
+356.5%
-29.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +1.9% | +2.4% | -0.5% | -0.8% |
| 30D | +9.3% | -1.5% | +10.8% | +10.8% |
| 3M | +3.5% | -4.1% | +7.6% | +7.9% |
| 6M | +15.7% | +0.6% | +15.2% | +13.6% |
| YTD | +32.7% | +11.0% | +21.6% | +16.2% |
| 1Y | +47.2% | +13.3% | +33.9% | +25.9% |
| 3Y | +161.3% | +73.4% | +87.9% | +39.6% |
| 5Y | +88.5% | +57.4% | +31.1% | +9.2% |
| 10Y | +190.6% | +221.7% | -31.1% | -22.6% |
| All | +327.3% | +356.5% | -29.2% | -18.9% |
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