+1,216.9%
VST vs BKR
+133.1%
+1,083.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +8.9% | +1.7% | +7.2% | +8.2% |
| 30D | +6.2% | +3.3% | +2.9% | +5.0% |
| 3M | -2.7% | -3.6% | +0.9% | -1.9% |
| 6M | -8.4% | +5.0% | -13.4% | -10.6% |
| YTD | -7.2% | +40.9% | -48.1% | -18.8% |
| 1Y | -20.9% | +39.2% | -60.1% | -30.9% |
| 3Y | +384.0% | +83.7% | +300.2% | +287.9% |
| 5Y | +757.1% | +207.5% | +549.5% | +463.6% |
| All | +1,216.9% | +133.1% | +1,083.8% | +635.8% |
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