+120.2%
BKR vs VO
+200.3%
-80.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.5% |
| 7D | -7.0% | -1.5% | -5.5% | -5.3% |
| 30D | -8.1% | -3.0% | -5.1% | -4.9% |
| 3M | -6.6% | +2.8% | -9.5% | -9.7% |
| 6M | +0.9% | +10.9% | -10.1% | -10.6% |
| YTD | +31.1% | +12.5% | +18.6% | +14.5% |
| 1Y | +27.7% | +12.0% | +15.7% | +12.0% |
| 3Y | +71.2% | +56.3% | +14.9% | +3.2% |
| 5Y | +177.6% | +42.9% | +134.7% | +81.1% |
| All | +120.2% | +200.3% | -80.1% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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