+66.9%
BRKRP vs VOO
+20.0%
+47.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.1% |
| 7D | -7.4% | -0.8% | -6.7% | -6.6% |
| 30D | -7.9% | -1.1% | -6.9% | -6.8% |
| 3M | -2.0% | +3.9% | -5.9% | -7.1% |
| 6M | +39.5% | +13.6% | +25.9% | +20.3% |
| YTD | +13.0% | +12.7% | +0.3% | -1.2% |
| 1Y | +57.7% | +17.6% | +40.1% | +31.4% |
| All | +66.9% | +20.0% | +47.0% | +36.2% |
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