-4.5%
BRKU vs VT
+35.5%
-40.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +0.9% | +1.0% | -0.1% | +0.1% |
| 30D | -6.7% | -0.2% | -6.5% | -6.6% |
| 3M | +5.1% | +4.5% | +0.5% | +1.3% |
| 6M | -2.8% | +14.1% | -16.9% | -14.1% |
| YTD | -6.6% | +14.8% | -21.4% | -18.4% |
| 1Y | -6.9% | +21.2% | -28.1% | -24.2% |
| All | -4.5% | +35.5% | -40.0% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling