+309.8%
BRKR vs VOO
+810.0%
-500.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.2% |
| 7D | -8.7% | -0.8% | -7.9% | -7.8% |
| 30D | -9.9% | -1.1% | -8.8% | -8.7% |
| 3M | -3.1% | +3.9% | -7.0% | -7.8% |
| 6M | +45.5% | +13.6% | +31.9% | +25.4% |
| YTD | +13.7% | +12.7% | +1.0% | -0.9% |
| 1Y | +67.4% | +17.6% | +49.8% | +39.0% |
| 3Y | -13.2% | +77.3% | -90.5% | -55.4% |
| 5Y | -39.5% | +84.1% | -123.6% | -70.2% |
| 10Y | +153.5% | +323.5% | -170.1% | -54.8% |
| All | +309.8% | +810.0% | -500.2% | -73.8% |
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