-2.9%
BRKU price history and return analytics
+34.7%
-37.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.4% |
| 7D | +1.8% | -1.1% | +2.9% | +2.6% |
| 30D | -0.8% | -1.0% | +0.2% | -0.1% |
| 3M | +8.2% | +3.2% | +5.0% | +5.3% |
| 6M | +1.3% | +12.5% | -11.2% | -9.3% |
| YTD | -5.0% | +14.1% | -19.1% | -16.7% |
| 1Y | -6.1% | +18.9% | -25.0% | -22.0% |
| All | -2.9% | +34.7% | -37.6% | -33.0% |
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