+375.9%
BKE vs VT
+221.4%
+154.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | -1.1% | +1.0% | -2.1% | -2.2% |
| 30D | -8.6% | -0.2% | -8.4% | -8.4% |
| 3M | -5.1% | +4.5% | -9.6% | -9.8% |
| 6M | -16.3% | +14.1% | -30.3% | -27.9% |
| YTD | -15.1% | +14.8% | -29.8% | -27.6% |
| 1Y | -23.1% | +21.2% | -44.3% | -38.2% |
| 3Y | +62.7% | +76.6% | -13.9% | -13.2% |
| 5Y | +81.4% | +66.6% | +14.8% | +3.9% |
| 10Y | +375.9% | +222.3% | +153.6% | +39.3% |
| All | +375.9% | +221.4% | +154.5% | +39.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling