+123.4%
VRT vs BRKR
+100.6%
+22.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +4.7% |
| 7D | +9.1% | +2.5% | +6.6% | +8.5% |
| 30D | +0.9% | +11.5% | -10.6% | -1.4% |
| 3M | -13.4% | -2.4% | -11.0% | -14.2% |
| 6M | +11.7% | +52.3% | -40.6% | -3.8% |
| YTD | +73.2% | +24.5% | +48.8% | +54.7% |
| 1Y | +123.4% | +97.3% | +26.1% | +87.8% |
| All | +123.4% | +100.6% | +22.8% | +87.8% |
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