+1,197.0%
VST vs BRKR
+149.9%
+1,047.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.1% | -2.3% |
| 7D | +2.0% | -9.8% | +11.8% | +4.6% |
| 30D | +1.5% | -6.1% | +7.5% | +2.9% |
| 3M | +6.3% | -2.4% | +8.7% | +5.9% |
| 6M | -10.3% | +46.7% | -57.0% | -20.6% |
| YTD | -8.6% | +14.0% | -22.6% | -14.0% |
| 1Y | -29.3% | +76.5% | -105.9% | -41.8% |
| 3Y | +344.9% | -11.7% | +356.6% | +325.7% |
| 5Y | +774.8% | -39.3% | +814.2% | +811.1% |
| All | +1,197.0% | +149.9% | +1,047.1% | +812.2% |
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