+28.6%
BRKU vs VT
+31.1%
-2.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +7.8% | +2.4% | +5.4% | +6.1% |
| 30D | +25.5% | -1.5% | +27.0% | +26.6% |
| 3M | +32.3% | -4.1% | +36.5% | +35.9% |
| 6M | +41.2% | +0.6% | +40.6% | +39.0% |
| YTD | +25.8% | +11.0% | +14.8% | +12.1% |
| 1Y | +19.1% | +13.3% | +5.7% | +3.6% |
| All | +28.6% | +31.1% | -2.5% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling