-23.1%
BKE vs VT
+21.4%
-44.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.4% |
| 7D | -1.1% | +1.0% | -2.1% | -1.6% |
| 30D | -8.6% | -0.2% | -8.4% | -8.5% |
| 3M | -5.1% | +4.5% | -9.6% | -7.3% |
| 6M | -16.3% | +14.1% | -30.3% | -23.5% |
| YTD | -15.1% | +14.8% | -29.8% | -23.6% |
| 1Y | -23.1% | +21.2% | -44.3% | -37.4% |
| All | -23.1% | +21.4% | -44.5% | -37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling