+38.9%
BRKRP vs VOO
+9.9%
+29.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.4% | -3.8% | -1.6% |
| 7D | -6.1% | -4.7% | -1.3% | +1.4% |
| 30D | -4.1% | -5.9% | +1.8% | +5.2% |
| 3M | +10.1% | -4.5% | +14.6% | +18.7% |
| 6M | +45.0% | +1.9% | +43.2% | +42.0% |
| YTD | +20.7% | +8.4% | +12.3% | +9.6% |
| 1Y | +38.9% | +9.5% | +29.4% | +25.0% |
| All | +38.9% | +9.9% | +29.0% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling