+27.7%
BKR vs VFC
-10.6%
+38.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -4.9% | -0.9% |
| 7D | -7.0% | -1.4% | -5.6% | -6.9% |
| 30D | -8.1% | -9.0% | +0.9% | -7.4% |
| 3M | -6.6% | -24.2% | +17.6% | -4.7% |
| 6M | +0.9% | -18.5% | +19.4% | +0.3% |
| YTD | +31.1% | -25.9% | +57.0% | +32.3% |
| 1Y | +27.7% | -13.0% | +40.7% | +23.2% |
| All | +27.7% | -10.6% | +38.3% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling