+120.2%
BKR vs VIG
+250.0%
-129.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.4% |
| 7D | -7.0% | -1.1% | -5.9% | -5.8% |
| 30D | -8.1% | -2.7% | -5.4% | -5.0% |
| 3M | -6.6% | +2.5% | -9.2% | -9.6% |
| 6M | +0.9% | +9.2% | -8.4% | -9.6% |
| YTD | +31.1% | +9.8% | +21.3% | +16.8% |
| 1Y | +27.7% | +12.4% | +15.3% | +10.5% |
| 3Y | +71.2% | +55.9% | +15.3% | +0.6% |
| 5Y | +177.6% | +63.9% | +113.7% | +50.6% |
| All | +120.2% | +250.0% | -129.9% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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