+1,075.1%
VST vs BKR
+82.4%
+992.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.5% |
| 7D | +6.6% | +3.8% | +2.8% | +5.2% |
| 30D | -12.4% | -10.3% | -2.1% | -8.6% |
| 3M | -9.0% | -21.7% | +12.7% | -0.5% |
| 6M | -6.4% | -23.8% | +17.3% | +2.8% |
| YTD | -17.2% | +10.3% | -27.5% | -20.8% |
| 1Y | -22.0% | +5.7% | -27.7% | -24.4% |
| 3Y | +296.7% | +52.6% | +244.0% | +241.5% |
| 5Y | +637.6% | +127.1% | +510.5% | +442.1% |
| 10Y | +1,138.2% | +56.5% | +1,081.7% | +673.7% |
| All | +1,075.1% | +82.4% | +992.7% | +617.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling