+50.3%
BKR vs VT
+374.2%
-323.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.7% | +0.4% | +1.3% | +1.1% |
| 30D | +3.3% | +1.0% | +2.4% | +1.9% |
| 3M | -3.6% | +2.4% | -6.0% | -6.8% |
| 6M | +5.0% | +12.0% | -7.0% | -9.9% |
| YTD | +40.9% | +15.3% | +25.6% | +16.4% |
| 1Y | +39.2% | +22.6% | +16.6% | +6.3% |
| 3Y | +83.7% | +74.7% | +9.1% | -11.1% |
| 5Y | +207.5% | +66.1% | +141.4% | +55.5% |
| 10Y | +136.3% | +225.0% | -88.7% | -47.9% |
| All | +50.3% | +374.2% | -323.9% | -82.3% |
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