+24.3%
VTV vs BRKR
+55.8%
-31.6%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.5% | +6.6% | +0.5% |
| 7D | 0.0% | +10.2% | -10.1% | -0.5% |
| 30D | +3.2% | +5.8% | -2.6% | +2.8% |
| 3M | +1.7% | +10.6% | -9.0% | +0.9% |
| 6M | +11.0% | +41.2% | -30.2% | +6.8% |
| YTD | +21.0% | +32.5% | -11.5% | +16.1% |
| 1Y | +24.3% | +53.3% | -29.0% | +15.7% |
| All | +24.3% | +55.8% | -31.6% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling