+521.9%
BKR vs VSH
+1,651.9%
-1,130.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.4% |
| 7D | -6.7% | +3.1% | -9.7% | -7.4% |
| 30D | -8.3% | -5.7% | -2.6% | -7.2% |
| 3M | -5.4% | -42.5% | +37.1% | +5.5% |
| 6M | +0.8% | +82.7% | -81.9% | -17.0% |
| YTD | +31.8% | +118.2% | -86.4% | +3.4% |
| 1Y | +28.6% | +109.7% | -81.1% | +1.1% |
| 3Y | +71.2% | +35.3% | +35.9% | +45.0% |
| 5Y | +179.2% | +65.6% | +113.6% | +122.0% |
| 10Y | +124.0% | +176.8% | -52.9% | +58.0% |
| All | +521.9% | +1,651.9% | -1,130.0% | +181.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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