+9.7%
BKR vs VG
+47.2%
-37.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -7.7% | +2.2% | -5.0% |
| 7D | -8.8% | -16.4% | +7.6% | -7.7% |
| 30D | -13.1% | -10.8% | -2.3% | -12.4% |
| 3M | -18.9% | -6.3% | -12.6% | -18.6% |
| 6M | -27.2% | -12.5% | -14.7% | -27.4% |
| YTD | +10.7% | +76.9% | -66.2% | +4.5% |
| 1Y | +9.7% | +51.8% | -42.1% | +4.2% |
| All | +9.7% | +47.2% | -37.5% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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