+25.7%
BRKU vs VOO
+14.7%
+11.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.6% | +6.4% | +7.9% |
| 7D | +14.3% | -0.7% | +15.0% | +14.1% |
| 30D | +30.4% | -1.1% | +31.4% | +30.2% |
| 3M | +22.0% | -0.3% | +22.3% | +21.9% |
| 6M | +44.2% | +7.4% | +36.9% | +42.7% |
| YTD | +20.4% | +13.4% | +7.1% | +16.8% |
| 1Y | +25.7% | +14.8% | +10.9% | +22.6% |
| All | +25.7% | +14.7% | +11.0% | +22.6% |
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