-27.1%
BKD vs VT
+223.7%
-250.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | -0.3% |
| 7D | -10.8% | +0.4% | -11.2% | -11.3% |
| 30D | -8.0% | -2.6% | -5.4% | -4.8% |
| 3M | -34.5% | -3.2% | -31.3% | -31.8% |
| 6M | -28.3% | +0.9% | -29.2% | -30.5% |
| YTD | -13.7% | +11.3% | -25.0% | -27.8% |
| 1Y | -1.3% | +14.0% | -15.3% | -20.3% |
| 3Y | +121.7% | +75.8% | +45.8% | -7.3% |
| 5Y | +29.7% | +57.8% | -28.2% | -35.3% |
| 10Y | -27.1% | +219.8% | -246.9% | -88.0% |
| All | -27.1% | +223.7% | -250.8% | -88.0% |
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