+589.6%
BKE vs VOO
+807.8%
-218.2%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.5% |
| 7D | -5.8% | -0.4% | -5.4% | -5.4% |
| 30D | -12.6% | -1.4% | -11.2% | -11.4% |
| 3M | -7.3% | +3.7% | -11.0% | -10.9% |
| 6M | -17.5% | +13.0% | -30.5% | -27.5% |
| YTD | -17.6% | +12.4% | -30.0% | -27.3% |
| 1Y | -24.9% | +18.6% | -43.5% | -37.3% |
| 3Y | +58.0% | +78.1% | -20.1% | -12.9% |
| 5Y | +71.5% | +82.3% | -10.7% | -7.2% |
| 10Y | +366.1% | +322.5% | +43.6% | +8.2% |
| All | +589.6% | +807.8% | -218.2% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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