+120.2%
BKR vs VEU
+155.0%
-34.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.8% |
| 7D | -7.0% | -1.4% | -5.6% | -5.4% |
| 30D | -8.1% | -0.4% | -7.7% | -7.7% |
| 3M | -6.6% | +2.5% | -9.2% | -9.8% |
| 6M | +0.9% | +11.1% | -10.3% | -12.3% |
| YTD | +31.1% | +16.5% | +14.6% | +7.5% |
| 1Y | +27.7% | +22.9% | +4.8% | -2.0% |
| 3Y | +71.2% | +73.4% | -2.2% | -14.9% |
| 5Y | +177.6% | +56.1% | +121.5% | +57.2% |
| All | +120.2% | +155.0% | -34.8% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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