+8.2%
BKCI vs VT
+66.5%
-58.3%
-31.0%
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 | -1.1% | +0.4% | -1.5% | -1.5% |
| 30D | -2.2% | +1.0% | -3.2% | -3.0% |
| 3M | -0.5% | +2.4% | -2.9% | -2.6% |
| 6M | +3.2% | +12.0% | -8.8% | -6.7% |
| YTD | +4.1% | +15.3% | -11.3% | -8.3% |
| 1Y | +7.7% | +22.6% | -14.9% | -10.1% |
| 3Y | +18.7% | +74.7% | -55.9% | -27.8% |
| All | +8.2% | +66.5% | -58.3% | -32.1% |
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