+179.7%
VXUS vs BRKR
+214.2%
-34.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | -1.4% | -8.7% | +7.2% | +0.6% |
| 30D | -0.5% | -9.9% | +9.4% | +1.8% |
| 3M | +2.6% | -3.1% | +5.7% | +1.6% |
| 6M | +10.9% | +45.5% | -34.6% | -1.6% |
| YTD | +16.1% | +13.7% | +2.5% | +8.8% |
| 1Y | +22.3% | +67.4% | -45.1% | +3.0% |
| 3Y | +72.0% | -13.2% | +85.2% | +63.1% |
| 5Y | +54.1% | -39.5% | +93.6% | +57.9% |
| 10Y | +149.3% | +153.5% | -4.1% | +59.6% |
| All | +179.7% | +214.2% | -34.5% | +45.6% |
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