+171.6%
BKR vs VTR
+87.5%
+84.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.1% | +1.1% | -9.2% | -8.4% |
| 3M | -6.6% | +7.9% | -14.5% | -8.9% |
| 6M | +0.9% | +6.2% | -5.3% | -1.4% |
| YTD | +31.1% | +17.7% | +13.4% | +24.1% |
| 1Y | +27.7% | +32.9% | -5.2% | +16.0% |
| 3Y | +71.2% | +129.7% | -58.5% | +26.2% |
| All | +171.6% | +87.5% | +84.1% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling