+715.9%
VTV vs BRKR
+829.6%
-113.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -1.1% | -8.7% | +7.6% | +0.6% |
| 30D | -1.0% | -9.9% | +8.8% | +0.8% |
| 3M | +4.6% | -3.1% | +7.7% | +3.9% |
| 6M | +13.5% | +45.5% | -32.0% | +2.9% |
| YTD | +18.5% | +13.7% | +4.8% | +12.3% |
| 1Y | +22.9% | +67.4% | -44.5% | +6.9% |
| 3Y | +67.8% | -13.2% | +81.1% | +60.7% |
| 5Y | +81.8% | -39.5% | +121.3% | +84.1% |
| 10Y | +233.0% | +153.5% | +79.5% | +146.7% |
| All | +715.9% | +829.6% | -113.7% | +335.2% |
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