+558.1%
VRT vs BKR
+68.5%
+489.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.9% |
| 7D | -8.4% | -7.0% | -1.4% | -4.3% |
| 30D | -10.9% | -8.1% | -2.7% | -6.4% |
| 3M | -13.7% | -6.6% | -7.1% | -10.5% |
| 6M | -4.1% | +0.9% | -5.0% | -6.1% |
| YTD | +58.7% | +31.1% | +27.6% | +31.8% |
| 1Y | +89.6% | +27.7% | +61.9% | +58.6% |
| 3Y | +558.1% | +71.2% | +486.9% | +409.3% |
| All | +558.1% | +68.5% | +489.7% | +409.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 3y: compounded portfolio wealth divided by compounded BKR 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…
3y analysis · Full analysis span regression · 6 months rolling