+32.5%
BKEM vs VT
+58.5%
-26.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | +4.7% | +2.9% | +1.8% | +1.8% |
| 30D | -6.9% | -2.5% | -4.4% | -4.5% |
| 3M | -8.5% | -3.3% | -5.2% | -5.2% |
| 6M | -8.1% | +1.5% | -9.6% | -8.7% |
| YTD | +12.7% | +11.4% | +1.3% | +3.4% |
| 1Y | +12.5% | +11.9% | +0.5% | +2.7% |
| 3Y | +69.2% | +73.9% | -4.7% | +5.5% |
| 5Y | +32.5% | +57.9% | -25.4% | -10.1% |
| All | +32.5% | +58.5% | -26.1% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling