+287.0%
BKR vs VO
+814.4%
-527.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.5% |
| 7D | -1.5% | -0.6% | -0.9% | -0.9% |
| 30D | -0.7% | -1.9% | +1.3% | +1.6% |
| 3M | +0.5% | +3.3% | -2.7% | -3.6% |
| 6M | +6.6% | +9.7% | -3.1% | -4.9% |
| YTD | +41.3% | +12.6% | +28.6% | +22.1% |
| 1Y | +42.2% | +13.6% | +28.6% | +21.4% |
| 3Y | +83.4% | +56.8% | +26.6% | +6.6% |
| 5Y | +203.6% | +42.3% | +161.3% | +91.8% |
| 10Y | +139.9% | +199.2% | -59.2% | -37.2% |
| All | +287.0% | +814.4% | -527.4% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling