-12.2%
BKF vs VOO
+80.3%
-92.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -2.6% | -2.0% | -0.6% | -1.3% |
| 30D | -2.6% | -1.7% | -0.9% | -1.5% |
| 3M | +1.6% | +4.7% | -3.1% | -1.5% |
| 6M | -6.2% | +12.6% | -18.8% | -13.3% |
| YTD | -8.8% | +11.8% | -20.6% | -15.3% |
| 1Y | -8.3% | +17.5% | -25.9% | -17.6% |
| 3Y | +23.1% | +77.0% | -53.8% | -16.9% |
| 5Y | -12.2% | +82.6% | -94.8% | -41.9% |
| All | -12.2% | +80.3% | -92.6% | -41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling