+24.0%
BKH vs VT
+10.1%
+13.8%
-10.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +3.5% | -2.3% | +5.8% | +3.6% |
| 30D | +11.9% | -5.0% | +16.9% | +12.2% |
| 3M | +17.8% | -4.9% | +22.7% | +18.1% |
| 6M | +17.0% | -1.5% | +18.6% | +17.1% |
| YTD | +25.8% | +8.5% | +17.3% | +22.8% |
| All | +24.0% | +10.1% | +13.8% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling