-25.1%
BKD vs VT
+217.6%
-242.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.4% |
| 7D | -9.5% | -0.1% | -9.4% | -9.4% |
| 30D | -7.3% | -3.1% | -4.3% | -3.5% |
| 3M | -31.5% | -3.5% | -28.0% | -28.4% |
| 6M | -27.7% | +0.5% | -28.2% | -29.5% |
| YTD | -13.1% | +10.8% | -23.8% | -26.8% |
| 1Y | -5.3% | +11.9% | -17.2% | -21.6% |
| 3Y | +124.4% | +73.0% | +51.4% | -3.8% |
| 5Y | +31.4% | +58.6% | -27.2% | -35.1% |
| 10Y | -25.1% | +219.2% | -244.3% | -87.5% |
| All | -25.1% | +217.6% | -242.7% | -87.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling