+11.3%
BRKC vs VT
+27.3%
-16.0%
-7.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.7% |
| 7D | +2.6% | +0.4% | +2.3% | +2.6% |
| 30D | +8.5% | -2.6% | +11.1% | +8.5% |
| 3M | +7.9% | -3.2% | +11.1% | +7.9% |
| 6M | +14.5% | +0.9% | +13.5% | +14.2% |
| YTD | +10.3% | +11.3% | -1.0% | +8.7% |
| 1Y | +10.4% | +14.0% | -3.6% | +8.4% |
| All | +11.3% | +27.3% | -16.0% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling