+51.8%
VG vs BRKR
+65.8%
-14.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +12.9% | -20.6% | -4.8% |
| 7D | -16.4% | +2.9% | -19.3% | -15.5% |
| 30D | -10.8% | -0.1% | -10.7% | -10.4% |
| 3M | -6.3% | +26.9% | -33.2% | +0.3% |
| 6M | -12.5% | +75.6% | -88.1% | +7.2% |
| YTD | +76.9% | +35.8% | +41.1% | +107.8% |
| 1Y | +51.8% | +58.6% | -6.8% | +70.3% |
| All | +51.8% | +65.8% | -14.0% | +70.3% |
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