-3.5%
BRKW vs VT
+23.4%
-26.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.7% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -2.4% | +0.8% | -3.2% | -2.4% |
| 3M | +7.2% | +2.8% | +4.4% | +7.1% |
| 6M | +4.9% | +13.0% | -8.0% | +3.6% |
| YTD | -1.1% | +15.4% | -16.5% | -2.5% |
| All | -3.5% | +23.4% | -26.8% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling