+30.4%
BKD vs VT
+59.8%
-29.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.9% |
| 7D | -17.6% | -0.7% | -16.9% | -17.1% |
| 30D | -10.0% | -1.7% | -8.2% | -8.4% |
| 3M | -26.5% | -2.3% | -24.2% | -25.0% |
| 6M | -28.0% | +1.5% | -29.5% | -30.1% |
| YTD | -14.6% | +12.0% | -26.6% | -26.0% |
| 1Y | -9.7% | +12.9% | -22.6% | -22.5% |
| 3Y | +120.6% | +74.9% | +45.6% | +11.6% |
| 5Y | +30.4% | +59.9% | -29.5% | -22.9% |
| All | +30.4% | +59.8% | -29.3% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling