+9.7%
BKR vs VTR
+22.5%
-12.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.5% | -8.0% | -4.9% |
| 7D | -8.8% | +10.0% | -18.8% | -6.5% |
| 30D | -13.1% | +9.6% | -22.7% | -11.2% |
| 3M | -18.9% | -1.2% | -17.7% | -19.2% |
| 6M | -27.2% | +2.8% | -30.0% | -25.5% |
| YTD | +10.7% | +17.4% | -6.7% | +19.5% |
| 1Y | +9.7% | +22.0% | -12.3% | +20.7% |
| All | +9.7% | +22.5% | -12.8% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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