+71.2%
BKR vs VNQ
+30.7%
+40.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | -7.0% | -1.3% | -5.7% | -6.4% |
| 30D | -8.1% | -2.6% | -5.5% | -7.0% |
| 3M | -6.6% | -2.0% | -4.6% | -6.0% |
| 6M | +0.9% | +4.3% | -3.5% | -2.2% |
| YTD | +31.1% | +9.2% | +21.9% | +23.7% |
| 1Y | +27.7% | +5.6% | +22.1% | +22.7% |
| 3Y | +71.2% | +30.8% | +40.4% | +47.4% |
| All | +71.2% | +30.7% | +40.5% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling