+950.8%
VTI vs BRKR
+181.0%
+769.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +0.9% |
| 7D | -0.9% | -8.7% | +7.8% | +0.6% |
| 30D | -1.4% | -9.9% | +8.4% | +0.2% |
| 3M | +3.6% | -3.1% | +6.7% | +3.0% |
| 6M | +13.6% | +45.5% | -31.9% | +4.2% |
| YTD | +12.9% | +13.7% | -0.8% | +7.8% |
| 1Y | +17.2% | +67.4% | -50.2% | +3.8% |
| 3Y | +75.7% | -13.2% | +88.9% | +69.7% |
| 5Y | +75.4% | -39.5% | +114.9% | +78.5% |
| 10Y | +303.3% | +153.5% | +149.8% | +218.8% |
| All | +950.8% | +181.0% | +769.8% | +525.9% |
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