+75.0%
VTI vs BKR
+172.8%
-97.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -0.9% | -7.0% | +6.1% | +0.6% |
| 30D | -1.4% | -8.1% | +6.7% | +0.2% |
| 3M | +3.6% | -6.6% | +10.2% | +4.8% |
| 6M | +13.6% | +0.9% | +12.7% | +12.6% |
| YTD | +12.9% | +31.1% | -18.2% | +5.1% |
| 1Y | +17.2% | +27.7% | -10.5% | +9.5% |
| 3Y | +75.7% | +71.2% | +4.5% | +51.9% |
| All | +75.0% | +172.8% | -97.8% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling