-22.6%
BIRK price history and return analytics
+78.4%
-101.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.3% |
| 7D | -8.4% | -1.1% | -7.3% | -7.1% |
| 30D | -15.3% | -1.0% | -14.3% | -14.1% |
| 3M | -32.6% | +3.2% | -35.8% | -35.3% |
| 6M | -15.2% | +12.5% | -27.7% | -26.5% |
| YTD | -23.9% | +14.1% | -37.9% | -35.1% |
| 1Y | -34.3% | +18.9% | -53.2% | -46.8% |
| All | -22.6% | +78.4% | -101.0% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling