+26.6%
BKF vs VOO
+817.1%
-790.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -0.7% | +0.1% | -0.7% | -0.8% |
| 3M | +1.9% | +2.0% | -0.1% | 0.0% |
| 6M | -2.0% | +13.0% | -15.1% | -12.4% |
| YTD | -6.1% | +13.6% | -19.7% | -16.4% |
| 1Y | -2.8% | +20.1% | -22.9% | -17.8% |
| 3Y | +23.7% | +77.6% | -53.9% | -28.5% |
| 5Y | -10.3% | +82.4% | -92.7% | -50.3% |
| 10Y | +45.1% | +316.8% | -271.8% | -68.4% |
| All | +26.6% | +817.1% | -790.4% | -89.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling