+171.6%
BKR vs VCLT
-17.2%
+188.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -7.0% | -1.4% | -5.6% | -6.8% |
| 30D | -8.1% | -1.2% | -6.9% | -8.0% |
| 3M | -6.6% | -4.8% | -1.8% | -6.0% |
| 6M | +0.9% | -2.6% | +3.4% | +1.2% |
| YTD | +31.1% | -3.3% | +34.4% | +31.7% |
| 1Y | +27.7% | -4.8% | +32.5% | +28.5% |
| 3Y | +71.2% | +11.5% | +59.7% | +68.3% |
| All | +171.6% | -17.2% | +188.8% | +138.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling