-15.7%
BKD vs VOO
+812.0%
-827.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +3.5% |
| 7D | +1.6% | +0.5% | +1.1% | +0.8% |
| 30D | -15.0% | -0.9% | -14.0% | -14.0% |
| 3M | +1.9% | +3.9% | -2.0% | -3.7% |
| 6M | -18.8% | +14.5% | -33.3% | -33.1% |
| YTD | +12.0% | +13.0% | -0.9% | -6.0% |
| 1Y | +56.2% | +19.4% | +36.8% | +21.1% |
| 3Y | +206.1% | +78.9% | +127.2% | +34.0% |
| 5Y | +79.9% | +82.3% | -2.4% | -24.3% |
| 10Y | -32.1% | +314.2% | -346.3% | -90.9% |
| All | -15.7% | +812.0% | -827.7% | -96.7% |
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