+9.7%
BKR vs VUG
+4.9%
+4.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.5% | -7.1% | -6.0% |
| 7D | -8.8% | -3.0% | -5.8% | -7.9% |
| 30D | -13.1% | -6.4% | -6.7% | -11.3% |
| 3M | -18.9% | -3.2% | -15.7% | -18.1% |
| 6M | -27.2% | +3.1% | -30.3% | -27.6% |
| YTD | +10.7% | +6.3% | +4.4% | +8.5% |
| 1Y | +9.7% | +5.2% | +4.5% | +8.3% |
| All | +9.7% | +4.9% | +4.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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