+302.8%
BKR vs VTR
+1,502.7%
-1,199.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.8% | -7.0% |
| 7D | -6.7% | -1.8% | -4.8% | -6.2% |
| 30D | -8.3% | +4.0% | -12.3% | -9.5% |
| 3M | -5.4% | +7.8% | -13.2% | -7.9% |
| 6M | +0.8% | +6.4% | -5.6% | -1.9% |
| YTD | +31.8% | +18.3% | +13.5% | +24.1% |
| 1Y | +28.6% | +33.9% | -5.4% | +16.3% |
| 3Y | +71.2% | +134.3% | -63.1% | +29.0% |
| 5Y | +179.2% | +90.3% | +89.0% | +121.3% |
| 10Y | +124.0% | +100.1% | +23.8% | +62.6% |
| All | +302.8% | +1,502.7% | -1,199.9% | +101.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling