+885.4%
BRKR vs VO
+813.1%
+72.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.1% |
| 7D | -8.7% | -1.5% | -7.1% | -7.0% |
| 30D | -9.9% | -3.0% | -6.8% | -6.6% |
| 3M | -3.1% | +2.8% | -5.9% | -6.2% |
| 6M | +45.5% | +10.9% | +34.6% | +30.0% |
| YTD | +13.7% | +12.5% | +1.2% | +0.2% |
| 1Y | +67.4% | +12.0% | +55.5% | +48.6% |
| 3Y | -13.2% | +56.3% | -69.5% | -46.0% |
| 5Y | -39.5% | +42.9% | -82.4% | -58.5% |
| 10Y | +153.5% | +198.8% | -45.3% | -23.4% |
| All | +885.4% | +813.1% | +72.3% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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