+187.7%
BKR vs VNQ
+386.3%
-198.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -7.0% | -1.3% | -5.7% | -6.2% |
| 30D | -8.1% | -2.6% | -5.5% | -6.7% |
| 3M | -6.6% | -2.0% | -4.6% | -5.8% |
| 6M | +0.9% | +4.3% | -3.5% | -2.3% |
| YTD | +31.1% | +9.2% | +21.9% | +23.3% |
| 1Y | +27.7% | +5.6% | +22.1% | +22.5% |
| 3Y | +71.2% | +30.8% | +40.4% | +42.6% |
| 5Y | +177.6% | +8.0% | +169.7% | +157.2% |
| 10Y | +122.7% | +63.7% | +59.0% | +62.4% |
| All | +187.7% | +386.3% | -198.6% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling