-56.7%
BKD vs VT
+346.0%
-402.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | +0.2% | -16.9% | -17.0% |
| 7D | -13.3% | -2.3% | -11.0% | -10.5% |
| 30D | -16.3% | -5.0% | -11.4% | -10.7% |
| 3M | -37.3% | -4.9% | -32.4% | -33.2% |
| 6M | -36.5% | -1.5% | -34.9% | -36.2% |
| YTD | -16.5% | +8.5% | -25.0% | -27.1% |
| 1Y | -1.1% | +11.4% | -12.5% | -16.8% |
| 3Y | +118.7% | +70.1% | +48.6% | +1.6% |
| 5Y | +19.0% | +53.7% | -34.7% | -36.2% |
| 10Y | -27.9% | +220.0% | -247.9% | -84.7% |
| All | -56.7% | +346.0% | -402.7% | -94.9% |
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 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