+147.3%
VXUS vs BRKR
+155.3%
-8.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.4% | -8.7% | +7.2% | +0.4% |
| 30D | -0.5% | -9.9% | +9.4% | +1.5% |
| 3M | +2.6% | -3.1% | +5.7% | +1.7% |
| 6M | +10.9% | +45.5% | -34.6% | -0.6% |
| YTD | +16.1% | +13.7% | +2.5% | +9.4% |
| 1Y | +22.3% | +67.4% | -45.1% | +4.5% |
| 3Y | +72.0% | -13.2% | +85.2% | +64.2% |
| 5Y | +54.1% | -39.5% | +93.6% | +58.9% |
| All | +147.3% | +155.3% | -8.1% | +75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling