-9.6%
BKCH vs VOO
+86.0%
-95.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -1.7% |
| 7D | -5.2% | -2.0% | -3.2% | 0.0% |
| 30D | +11.9% | -1.7% | +13.5% | +17.3% |
| 3M | -8.0% | +4.7% | -12.8% | -17.8% |
| 6M | +16.2% | +12.6% | +3.7% | -11.6% |
| YTD | +10.8% | +11.8% | -1.0% | -12.6% |
| 1Y | +1.8% | +17.5% | -15.7% | -27.9% |
| 3Y | +202.9% | +77.0% | +125.9% | -13.8% |
| 5Y | -24.4% | +82.6% | -107.0% | -75.8% |
| All | -9.6% | +86.0% | -95.6% | -72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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