+27.7%
BKR vs VO
+13.3%
+14.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.3% |
| 7D | -7.0% | -1.5% | -5.5% | -5.7% |
| 30D | -8.1% | -3.0% | -5.1% | -5.6% |
| 3M | -6.6% | +2.8% | -9.5% | -9.3% |
| 6M | +0.9% | +10.9% | -10.1% | -8.7% |
| YTD | +31.1% | +12.5% | +18.6% | +17.1% |
| 1Y | +27.7% | +12.0% | +15.7% | +14.5% |
| All | +27.7% | +13.3% | +14.4% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling