-3.7%
BIRK vs VT
+74.1%
-77.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.1% | +0.6% |
| 7D | +8.9% | +0.4% | +8.6% | +8.3% |
| 30D | +15.1% | -2.6% | +17.7% | +18.5% |
| 3M | +0.7% | -3.2% | +3.9% | +4.8% |
| 6M | -1.6% | +0.9% | -2.5% | -2.9% |
| YTD | -5.3% | +11.3% | -16.6% | -16.9% |
| 1Y | -0.2% | +14.0% | -14.2% | -14.9% |
| 3Y | -3.0% | +75.8% | -78.8% | -50.8% |
| All | -3.7% | +74.1% | -77.8% | -50.3% |
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