-0.7%
BKR vs VNQ
+11.6%
-12.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -1.8% | -5.5% | -7.2% |
| 7D | -15.2% | +2.5% | -17.8% | -15.3% |
| 30D | -19.1% | +7.0% | -26.1% | -19.7% |
| 3M | -24.8% | -1.9% | -22.9% | -24.4% |
| 6M | -31.6% | +2.3% | -33.8% | -32.3% |
| YTD | +2.5% | +11.8% | -9.3% | -6.7% |
| 1Y | -0.7% | +11.9% | -12.6% | -9.5% |
| All | -0.7% | +11.6% | -12.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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