+120.2%
BKR vs VEA
+165.0%
-44.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -1.8% |
| 7D | -7.0% | -1.5% | -5.5% | -5.3% |
| 30D | -8.1% | -0.8% | -7.3% | -7.3% |
| 3M | -6.6% | +2.5% | -9.1% | -9.8% |
| 6M | +0.9% | +11.1% | -10.3% | -12.5% |
| YTD | +31.1% | +17.2% | +13.9% | +6.4% |
| 1Y | +27.7% | +24.5% | +3.2% | -3.9% |
| 3Y | +71.2% | +75.4% | -4.2% | -16.9% |
| 5Y | +177.6% | +61.1% | +116.5% | +49.7% |
| All | +120.2% | +165.0% | -44.9% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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