-33.5%
VG vs BRKR
-6.9%
-26.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.2% | +1.9% |
| 7D | +9.6% | -8.7% | +18.2% | +9.9% |
| 30D | +15.2% | -9.9% | +25.0% | +15.5% |
| 3M | +24.1% | -3.1% | +27.2% | +23.6% |
| 6M | +27.2% | +45.5% | -18.3% | +18.7% |
| YTD | +132.3% | +13.7% | +118.6% | +128.4% |
| 1Y | +15.7% | +67.4% | -51.7% | -0.1% |
| All | -33.5% | -6.9% | -26.6% | -37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling