-43.5%
BKD vs VT
+374.2%
-417.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.4% | +0.4% | 0.0% | -0.2% |
| 30D | -18.4% | +1.0% | -19.4% | -19.6% |
| 3M | -1.0% | +2.4% | -3.4% | -5.1% |
| 6M | -21.9% | +12.0% | -33.9% | -34.2% |
| YTD | +9.1% | +15.3% | -6.3% | -11.9% |
| 1Y | +53.9% | +22.6% | +31.3% | +13.8% |
| 3Y | +173.7% | +74.7% | +99.0% | +23.8% |
| 5Y | +69.4% | +66.1% | +3.2% | -18.1% |
| 10Y | -33.1% | +225.0% | -258.1% | -86.0% |
| All | -43.5% | +374.2% | -417.7% | -93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling