-4.3%
BKCH vs VT
+70.7%
-75.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +11.1% | +0.4% | +10.7% | +10.0% |
| 30D | +14.2% | +1.0% | +13.2% | +11.7% |
| 3M | -14.1% | +2.4% | -16.4% | -17.9% |
| 6M | +13.4% | +12.0% | +1.4% | -14.2% |
| YTD | +17.3% | +15.3% | +1.9% | -16.6% |
| 1Y | +25.9% | +22.6% | +3.3% | -23.0% |
| 3Y | +210.1% | +74.7% | +135.4% | -19.0% |
| 5Y | -29.5% | +66.1% | -95.6% | -72.6% |
| All | -4.3% | +70.7% | -75.0% | -65.9% |
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