+27.7%
BKR vs VWO
+16.3%
+11.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -7.0% | -1.8% | -5.2% | -6.0% |
| 30D | -8.1% | -0.1% | -8.0% | -8.0% |
| 3M | -6.6% | +2.2% | -8.9% | -8.1% |
| 6M | +0.9% | +8.8% | -7.9% | -4.4% |
| YTD | +31.1% | +12.4% | +18.7% | +20.0% |
| 1Y | +27.7% | +15.6% | +12.1% | +19.4% |
| All | +27.7% | +16.3% | +11.4% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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