+42.5%
BKR vs VIG
+610.7%
-568.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.0% |
| 7D | -6.7% | -2.2% | -4.4% | -3.7% |
| 30D | -8.3% | -3.2% | -5.1% | -4.2% |
| 3M | -5.4% | +3.0% | -8.4% | -9.4% |
| 6M | +0.8% | +8.1% | -7.3% | -9.7% |
| YTD | +31.8% | +9.1% | +22.8% | +16.7% |
| 1Y | +28.6% | +12.6% | +16.0% | +8.8% |
| 3Y | +71.2% | +55.4% | +15.8% | -6.6% |
| 5Y | +179.2% | +62.8% | +116.4% | +38.9% |
| 10Y | +124.0% | +246.6% | -122.6% | -62.1% |
| All | +42.5% | +610.7% | -568.3% | -91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling