The total return over the past 12 months is +6.04% vs. +17.32% for the S&P 500. So far it's up +1.62% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +2.70% | +12.48% | +12.11% | +13.18% | +13.47% | +11.07% |
| Total Return CAGR | +6.04% | +13.45% | +12.93% | +13.47% | +13.66% | +11.22% |
| Revenue CAGR | +1.11% | +5.84% | +8.57% | +5.79% | +6.91% | +7.60% |
| Net Income CAGR | (10.41%) | (6.34%) | +9.51% | +11.45% | +13.50% | +10.71% |
| EPS CAGR | (24.80%) | (5.93%) | +11.79% | +12.25% | +12.52% | +11.24% |
| Free Cash Flow CAGR | +97.86% | (3.00%) | (4.29%) | +3.14% | +4.81% | +5.77% |
| Operating Cash Flow CAGR | +47.12% | +5.20% | +1.48% | +3.26% | +6.34% | +7.64% |
| Dividends CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Berkshire Hathaway Inc. (BRK.B)
| Year | Start Value | End Value | BRK.B Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 2451.95 | 2491.66 | +1.62% | +8.95% | (7.33%) |
| 2025 | 2211.12 | 2451.95 | +10.89% | +17.72% | (6.83%) |
| 2024 | 1739.80 | 2211.12 | +27.09% | +24.89% | +2.20% |
| 2023 | 1506.83 | 1739.80 | +15.46% | +26.19% | (10.73%) |
| 2022 | 1458.54 | 1506.83 | +3.31% | (18.17%) | +21.48% |
| 2021 | 1131.07 | 1458.54 | +28.95% | +28.74% | +0.21% |
| 2020 | 1104.88 | 1131.07 | +2.37% | +18.37% | (16.00%) |
| 2019 | 996.00 | 1104.88 | +10.93% | +31.22% | (20.29%) |
| 2018 | 966.93 | 996.00 | +3.01% | (4.56%) | +7.57% |
| 2017 | 795.02 | 966.93 | +21.62% | +21.70% | (0.08%) |
