-48.1%
BKD vs VT
+345.0%
-393.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +2.1% |
| 7D | +5.3% | -4.2% | +9.4% | +11.5% |
| 30D | -0.8% | -5.8% | +5.0% | +7.3% |
| 3M | -25.1% | -5.2% | -19.8% | -19.8% |
| 6M | -23.0% | +0.1% | -23.1% | -24.4% |
| YTD | +0.2% | +8.2% | -8.0% | -12.2% |
| 1Y | +16.6% | +10.1% | +6.5% | -0.3% |
| 3Y | +161.1% | +69.7% | +91.4% | +21.8% |
| 5Y | +42.8% | +53.4% | -10.6% | -23.1% |
| 10Y | -13.5% | +219.2% | -232.7% | -81.6% |
| All | -48.1% | +345.0% | -393.1% | -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