+25.4%
VTEB vs BRKR
+195.3%
-169.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -0.9% | -8.7% | +7.7% | -0.8% |
| 30D | -2.5% | -9.9% | +7.3% | -2.4% |
| 3M | -3.0% | -3.1% | +0.1% | -3.0% |
| 6M | -2.1% | +45.5% | -47.6% | -2.7% |
| YTD | -1.5% | +13.7% | -15.2% | -1.8% |
| 1Y | +0.2% | +67.4% | -67.3% | -0.7% |
| 3Y | +8.6% | -13.2% | +21.8% | +8.3% |
| 5Y | +1.2% | -39.5% | +40.7% | +1.2% |
| 10Y | +18.1% | +153.5% | -135.4% | +18.1% |
| All | +25.4% | +195.3% | -169.9% | +26.1% |
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