+88.8%
BKR vs VEU
+185.0%
-96.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -5.2% |
| 7D | -6.7% | -1.9% | -4.7% | -4.5% |
| 30D | -8.3% | -0.7% | -7.6% | -7.6% |
| 3M | -5.4% | +4.9% | -10.3% | -10.9% |
| 6M | +0.8% | +9.8% | -9.0% | -10.6% |
| YTD | +31.8% | +15.3% | +16.5% | +10.4% |
| 1Y | +28.6% | +23.0% | +5.5% | -0.2% |
| 3Y | +71.2% | +73.5% | -2.3% | -11.2% |
| 5Y | +179.2% | +54.5% | +124.7% | +64.0% |
| 10Y | +124.0% | +150.4% | -26.4% | -20.5% |
| All | +88.8% | +185.0% | -96.2% | -43.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling