+51.1%
BKR vs VEA
+163.7%
-112.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -5.2% |
| 7D | -6.7% | -2.1% | -4.6% | -4.3% |
| 30D | -8.3% | -1.1% | -7.3% | -7.3% |
| 3M | -5.4% | +5.1% | -10.5% | -11.3% |
| 6M | +0.8% | +9.8% | -9.0% | -10.9% |
| YTD | +31.8% | +15.9% | +15.9% | +9.1% |
| 1Y | +28.6% | +24.6% | +4.0% | -2.3% |
| 3Y | +71.2% | +75.5% | -4.3% | -13.9% |
| 5Y | +179.2% | +59.4% | +119.8% | +55.3% |
| 10Y | +124.0% | +160.3% | -36.4% | -26.1% |
| All | +51.1% | +163.7% | -112.6% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling