-7.4%
VST vs BRKR
+50.2%
-57.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.8% | +6.3% | +0.9% |
| 7D | +5.3% | -7.8% | +13.1% | +7.0% |
| 30D | +5.8% | -3.4% | +9.1% | +6.3% |
| 3M | +3.5% | -4.8% | +8.3% | +4.6% |
| 6M | -7.4% | +46.7% | -54.1% | -12.6% |
| All | -7.4% | +50.2% | -57.6% | -12.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling