+261.2%
BKR vs VTV
+706.8%
-445.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -5.7% |
| 7D | -6.7% | -2.1% | -4.6% | -4.0% |
| 30D | -8.3% | -1.3% | -7.0% | -6.7% |
| 3M | -5.4% | +5.6% | -11.0% | -12.2% |
| 6M | +0.8% | +12.4% | -11.6% | -13.8% |
| YTD | +31.8% | +17.6% | +14.2% | +6.3% |
| 1Y | +28.6% | +23.5% | +5.1% | -2.9% |
| 3Y | +71.2% | +67.0% | +4.2% | -12.2% |
| 5Y | +179.2% | +80.5% | +98.7% | +29.5% |
| 10Y | +124.0% | +230.6% | -106.7% | -49.2% |
| All | +261.2% | +706.8% | -445.6% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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