+44.2%
BKR vs VG
-35.7%
+79.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -0.9% |
| 7D | -1.5% | +3.8% | -5.3% | -2.0% |
| 30D | -0.7% | +7.2% | -7.9% | -1.7% |
| 3M | +0.5% | +22.8% | -22.3% | -3.1% |
| 6M | +6.6% | +33.2% | -26.6% | -0.3% |
| YTD | +41.3% | +124.8% | -83.6% | +19.2% |
| 1Y | +42.2% | +15.8% | +26.4% | +33.9% |
| All | +44.2% | -35.7% | +79.9% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling