+2,486.9%
VRT vs BRKR
+69.6%
+2,417.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | -8.4% | -8.7% | +0.3% | -5.4% |
| 30D | -10.9% | -9.9% | -1.0% | -7.6% |
| 3M | -13.7% | -3.1% | -10.6% | -14.4% |
| 6M | -4.1% | +45.5% | -49.6% | -19.3% |
| YTD | +58.7% | +13.7% | +45.1% | +45.2% |
| 1Y | +89.6% | +67.4% | +22.2% | +49.4% |
| 3Y | +558.1% | -13.2% | +571.4% | +519.1% |
| 5Y | +953.0% | -39.5% | +992.4% | +993.8% |
| All | +2,486.9% | +69.6% | +2,417.3% | +2,012.1% |
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