+77.0%
VSH vs BRKR
+172.5%
-95.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.4% | +6.2% |
| 7D | +4.8% | -8.7% | +13.4% | +7.3% |
| 30D | -0.7% | -9.9% | +9.2% | +2.0% |
| 3M | -43.1% | -3.1% | -40.0% | -43.7% |
| 6M | +91.8% | +45.5% | +46.3% | +68.0% |
| YTD | +131.6% | +13.7% | +117.9% | +116.2% |
| 1Y | +118.1% | +67.4% | +50.7% | +81.7% |
| 3Y | +40.9% | -13.2% | +54.1% | +37.7% |
| 5Y | +75.8% | -39.5% | +115.2% | +85.9% |
| 10Y | +193.8% | +153.5% | +40.3% | +113.9% |
| All | +77.0% | +172.5% | -95.5% | -11.6% |
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