+171.6%
BKR vs VWO
+34.0%
+137.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.0% |
| 7D | -7.0% | -1.8% | -5.2% | -5.8% |
| 30D | -8.1% | -0.1% | -8.0% | -8.0% |
| 3M | -6.6% | +2.2% | -8.9% | -8.2% |
| 6M | +0.9% | +8.8% | -7.9% | -5.3% |
| YTD | +31.1% | +12.4% | +18.7% | +20.1% |
| 1Y | +27.7% | +15.6% | +12.1% | +14.7% |
| 3Y | +71.2% | +62.5% | +8.7% | +20.6% |
| All | +171.6% | +34.0% | +137.6% | +114.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling