-64.6%
BKCH vs VT
+53.4%
-118.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.4% |
| 7D | -6.8% | -2.3% | -4.4% | 0.0% |
| 30D | -30.6% | -5.0% | -25.7% | -18.7% |
| 3M | -27.7% | -4.9% | -22.8% | -14.7% |
| 6M | -48.7% | -1.5% | -47.1% | -44.1% |
| YTD | -27.3% | +8.5% | -35.8% | -37.4% |
| 1Y | -51.5% | +11.4% | -62.9% | -60.9% |
| 3Y | +99.8% | +70.1% | +29.7% | -42.3% |
| All | -64.6% | +53.4% | -118.0% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling