+14.7%
BKR vs VT
+357.6%
-343.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -2.1% |
| 7D | -8.7% | +0.4% | -9.0% | -9.2% |
| 30D | -14.6% | -2.6% | -12.0% | -11.8% |
| 3M | -21.3% | -3.2% | -18.0% | -18.1% |
| 6M | -23.9% | +0.9% | -24.8% | -25.2% |
| YTD | +7.5% | +11.3% | -3.8% | -7.2% |
| 1Y | +2.3% | +14.0% | -11.7% | -14.5% |
| 3Y | +51.3% | +75.8% | -24.6% | -27.4% |
| 5Y | +113.4% | +57.8% | +55.6% | +15.2% |
| 10Y | +51.7% | +219.8% | -168.1% | -65.9% |
| All | +14.7% | +357.6% | -343.0% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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