0.0%
BRKW vs VT
+31.5%
-31.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +0.3% | +1.0% | -0.7% | +0.3% |
| 30D | -3.8% | -0.2% | -3.6% | -3.8% |
| 3M | +3.0% | +4.5% | -1.5% | +2.8% |
| 6M | -0.6% | +14.1% | -14.7% | -2.3% |
| YTD | -2.0% | +14.8% | -16.8% | -4.0% |
| 1Y | -1.5% | +21.2% | -22.7% | -5.5% |
| All | 0.0% | +31.5% | -31.5% | -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 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