+10.6%
VGT vs BRKR
+47.8%
-37.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -9.0% | +1.6% | -6.0% |
| 7D | -12.4% | -6.4% | -6.1% | -11.5% |
| 30D | -17.5% | -4.0% | -13.5% | -17.0% |
| 3M | -10.5% | +10.7% | -21.2% | -11.7% |
| 6M | +0.5% | +53.0% | -52.5% | -9.1% |
| YTD | +14.0% | +23.6% | -9.6% | +5.1% |
| 1Y | +10.6% | +45.0% | -34.4% | -0.7% |
| All | +10.6% | +47.8% | -37.2% | -0.7% |
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