+374.7%
BRKR vs VCLT
+100.6%
+274.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.3% |
| 7D | -8.7% | -1.4% | -7.3% | -8.4% |
| 30D | -9.9% | -1.2% | -8.7% | -9.6% |
| 3M | -3.1% | -4.8% | +1.7% | -2.1% |
| 6M | +45.5% | -2.6% | +48.1% | +46.4% |
| YTD | +13.7% | -3.3% | +17.0% | +14.5% |
| 1Y | +67.4% | -4.8% | +72.3% | +69.2% |
| 3Y | -13.2% | +11.5% | -24.7% | -14.3% |
| 5Y | -39.5% | -17.0% | -22.5% | -41.1% |
| 10Y | +153.5% | +16.7% | +136.7% | +173.4% |
| All | +374.7% | +100.6% | +274.0% | +657.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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