+173.2%
BKR vs VUG
+75.5%
+97.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.1% | -6.4% |
| 7D | -6.7% | -1.9% | -4.8% | -5.8% |
| 30D | -8.3% | -1.6% | -6.8% | -7.7% |
| 3M | -5.4% | +4.4% | -9.8% | -7.6% |
| 6M | +0.8% | +13.2% | -12.4% | -5.3% |
| YTD | +31.8% | +7.5% | +24.4% | +26.8% |
| 1Y | +28.6% | +12.5% | +16.1% | +20.9% |
| 3Y | +71.2% | +86.0% | -14.7% | +28.8% |
| All | +173.2% | +75.5% | +97.7% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling