+1.5%
BRKC vs VOO
+29.5%
-27.9%
-7.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.3% |
| 7D | +0.5% | -0.4% | +0.9% | +0.5% |
| 30D | -3.0% | -1.4% | -1.6% | -2.9% |
| 3M | +2.9% | +3.7% | -0.8% | +2.7% |
| 6M | +2.2% | +13.0% | -10.9% | +0.8% |
| YTD | +0.6% | +12.4% | -11.9% | -0.8% |
| 1Y | +2.0% | +18.6% | -16.6% | -1.2% |
| All | +1.5% | +29.5% | -27.9% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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