+9.7%
BKR vs VTRS
+90.6%
-81.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.6% | -7.1% | -5.6% |
| 7D | -8.8% | +2.4% | -11.2% | -8.9% |
| 30D | -13.1% | +9.1% | -22.2% | -13.4% |
| 3M | -18.9% | +9.4% | -28.3% | -19.3% |
| 6M | -27.2% | +28.3% | -55.6% | -28.6% |
| YTD | +10.7% | +58.0% | -47.3% | +5.7% |
| 1Y | +9.7% | +89.7% | -80.1% | +3.2% |
| All | +9.7% | +90.6% | -81.0% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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