-21.5%
BIRK price history and return analytics
+78.4%
-99.9%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.5% |
| 7D | -6.6% | -0.1% | -6.5% | -6.4% |
| 30D | -20.5% | -0.7% | -19.9% | -19.8% |
| 3M | -30.2% | +4.0% | -34.2% | -33.6% |
| 6M | -16.6% | +12.3% | -28.9% | -27.7% |
| YTD | -22.8% | +14.0% | -36.9% | -34.1% |
| 1Y | -33.4% | +20.3% | -53.7% | -46.8% |
| All | -21.5% | +78.4% | -99.9% | -60.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling