-30.1%
BKD vs VOO
+325.3%
-355.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.6% |
| 7D | +3.1% | -0.8% | +3.9% | +4.1% |
| 30D | -6.5% | -1.1% | -5.4% | -5.3% |
| 3M | -6.2% | +3.9% | -10.1% | -11.0% |
| 6M | -16.2% | +13.6% | -29.9% | -29.6% |
| YTD | +12.5% | +12.7% | -0.2% | -4.7% |
| 1Y | +63.0% | +17.6% | +45.4% | +30.3% |
| 3Y | +209.7% | +77.3% | +132.4% | +40.8% |
| 5Y | +80.1% | +84.1% | -4.0% | -23.0% |
| All | -30.1% | +325.3% | -355.4% | -90.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling