+20.3%
BRKW vs VT
+27.2%
-6.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +4.4% | +2.4% | +2.0% | +4.3% |
| 30D | +14.6% | -1.5% | +16.1% | +14.6% |
| 3M | +18.9% | -4.1% | +23.0% | +19.0% |
| 6M | +24.4% | +0.6% | +23.8% | +24.0% |
| YTD | +17.9% | +11.0% | +6.8% | +15.6% |
| 1Y | +14.4% | +13.3% | +1.0% | +11.7% |
| All | +20.3% | +27.2% | -6.9% | +8.5% |
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