+90.9%
BKR vs VLTO
+23.4%
+67.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.3% | -6.4% |
| 7D | -6.7% | -4.5% | -2.1% | -5.7% |
| 30D | -8.3% | -4.6% | -3.7% | -7.4% |
| 3M | -5.4% | +13.3% | -18.7% | -8.8% |
| 6M | +0.8% | +2.1% | -1.3% | 0.0% |
| YTD | +31.8% | -6.1% | +37.9% | +34.0% |
| 1Y | +28.6% | -11.4% | +40.0% | +33.1% |
| All | +90.9% | +23.4% | +67.5% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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