+40.6%
VFC vs BRKR
+47.8%
-7.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.0% | +6.1% | -1.0% |
| 7D | +10.9% | -6.4% | +17.2% | +12.1% |
| 30D | +40.6% | -4.0% | +44.7% | +41.3% |
| 3M | +34.4% | +10.7% | +23.7% | +29.2% |
| 6M | +12.3% | +53.0% | -40.7% | -11.4% |
| YTD | +14.4% | +23.6% | -9.3% | -3.4% |
| 1Y | +40.6% | +45.0% | -4.4% | -1.0% |
| All | +40.6% | +47.8% | -7.2% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling