+67.4%
BRKR vs VLTO
-11.2%
+78.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.5% |
| 7D | -8.7% | -2.3% | -6.4% | -8.0% |
| 30D | -9.9% | -2.7% | -7.2% | -9.1% |
| 3M | -3.1% | +14.0% | -17.1% | -9.7% |
| 6M | +45.5% | +3.3% | +42.2% | +43.1% |
| YTD | +13.7% | -5.4% | +19.1% | +18.0% |
| 1Y | +67.4% | -13.3% | +80.7% | +89.1% |
| All | +67.4% | -11.2% | +78.6% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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