+52.0%
BKE vs VT
+69.7%
-17.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.7% | -5.6% |
| 7D | -9.5% | -2.3% | -7.2% | -7.4% |
| 30D | -3.1% | -5.0% | +1.9% | +1.6% |
| 3M | -7.5% | -4.9% | -2.6% | -3.2% |
| 6M | -21.8% | -1.5% | -20.3% | -21.2% |
| YTD | -14.5% | +8.5% | -23.0% | -22.2% |
| 1Y | -19.4% | +11.4% | -30.7% | -28.8% |
| 3Y | +52.0% | +70.1% | -18.0% | -27.7% |
| All | +52.0% | +69.7% | -17.7% | -27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling