+161.1%
VEA vs BRKR
+155.3%
+5.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -1.5% | -8.7% | +7.2% | +0.4% |
| 30D | -0.8% | -9.9% | +9.0% | +1.2% |
| 3M | +2.5% | -3.1% | +5.6% | +1.6% |
| 6M | +11.1% | +45.5% | -34.4% | -0.5% |
| YTD | +17.2% | +13.7% | +3.5% | +10.3% |
| 1Y | +24.5% | +67.4% | -42.9% | +6.1% |
| 3Y | +75.4% | -13.2% | +88.6% | +67.4% |
| 5Y | +61.1% | -39.5% | +100.6% | +66.2% |
| All | +161.1% | +155.3% | +5.7% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling