+777.0%
VST vs BKR
+214.0%
+563.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | +5.3% | -1.5% | +6.9% | +6.0% |
| 30D | +5.8% | -0.7% | +6.4% | +6.1% |
| 3M | +3.5% | +0.5% | +3.0% | +2.9% |
| 6M | -7.4% | +6.6% | -14.0% | -10.5% |
| YTD | -6.1% | +41.3% | -47.3% | -19.8% |
| 1Y | -21.6% | +42.2% | -63.8% | -33.7% |
| 3Y | +357.2% | +83.4% | +273.7% | +255.5% |
| 5Y | +777.0% | +203.6% | +573.4% | +480.4% |
| All | +777.0% | +214.0% | +563.0% | +480.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling