+71.2%
BKR vs VTRS
+84.5%
-13.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -7.0% | -2.2% | -4.8% | -6.7% |
| 30D | -8.1% | +3.3% | -11.4% | -8.6% |
| 3M | -6.6% | +2.0% | -8.6% | -7.2% |
| 6M | +0.9% | +19.9% | -19.1% | -3.2% |
| YTD | +31.1% | +35.7% | -4.6% | +22.5% |
| 1Y | +27.7% | +68.1% | -40.4% | +14.0% |
| 3Y | +71.2% | +87.1% | -15.9% | +40.9% |
| All | +71.2% | +84.5% | -13.3% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling