+328.7%
BKH vs VOO
+807.8%
-479.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.5% |
| 7D | +0.3% | -0.4% | +0.7% | +0.6% |
| 30D | -0.3% | -1.4% | +1.1% | +0.8% |
| 3M | +8.5% | +3.7% | +4.7% | +5.3% |
| 6M | +2.3% | +13.0% | -10.7% | -7.1% |
| YTD | +7.9% | +12.4% | -4.5% | -1.9% |
| 1Y | +29.0% | +18.6% | +10.4% | +12.4% |
| 3Y | +53.3% | +78.1% | -24.8% | -5.1% |
| 5Y | +29.5% | +82.3% | -52.8% | -23.2% |
| 10Y | +80.8% | +322.5% | -241.7% | -49.0% |
| All | +328.7% | +807.8% | -479.2% | -39.1% |
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