+118.1%
VSH vs BRKR
+75.9%
+42.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.4% | +6.2% |
| 7D | +4.8% | -8.7% | +13.4% | +6.8% |
| 30D | -0.7% | -9.9% | +9.2% | +1.5% |
| 3M | -43.1% | -3.1% | -40.0% | -44.4% |
| 6M | +91.8% | +45.5% | +46.3% | +63.0% |
| YTD | +131.6% | +13.7% | +117.9% | +110.0% |
| 1Y | +118.1% | +67.4% | +50.7% | +72.5% |
| All | +118.1% | +75.9% | +42.1% | +72.5% |
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 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