+117.4%
BKEM vs VOO
+198.3%
-80.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -1.5% | -0.8% | -0.7% | -0.8% |
| 30D | +1.3% | -1.1% | +2.4% | +2.2% |
| 3M | -0.4% | +3.9% | -4.3% | -3.2% |
| 6M | +14.0% | +13.6% | +0.3% | +3.9% |
| YTD | +24.8% | +12.7% | +12.1% | +14.5% |
| 1Y | +30.8% | +17.6% | +13.3% | +16.4% |
| 3Y | +82.0% | +77.3% | +4.6% | +18.7% |
| 5Y | +46.4% | +84.1% | -37.8% | -7.6% |
| All | +117.4% | +198.3% | -80.9% | -10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling