+389.0%
BKE vs VT
+223.1%
+166.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.6% | +0.4% | -1.1% | -1.1% |
| 30D | -5.0% | +1.0% | -6.0% | -6.0% |
| 3M | -0.1% | +2.4% | -2.5% | -3.2% |
| 6M | -17.4% | +12.0% | -29.4% | -27.4% |
| YTD | -12.7% | +15.3% | -28.1% | -26.0% |
| 1Y | -22.1% | +22.6% | -44.7% | -38.2% |
| 3Y | +52.0% | +74.7% | -22.7% | -17.9% |
| 5Y | +82.8% | +66.1% | +16.6% | +5.0% |
| All | +389.0% | +223.1% | +166.0% | +42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling