+143.7%
BKIE vs VOO
+197.6%
-53.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.8% |
| 7D | -0.5% | -0.4% | -0.2% | -0.2% |
| 30D | -1.4% | -1.4% | 0.0% | -0.3% |
| 3M | +5.4% | +3.7% | +1.6% | +2.4% |
| 6M | +9.1% | +13.0% | -4.0% | -0.7% |
| YTD | +13.1% | +12.4% | +0.7% | +3.4% |
| 1Y | +20.3% | +18.6% | +1.7% | +5.5% |
| 3Y | +70.2% | +78.1% | -7.9% | +7.8% |
| 5Y | +58.9% | +82.3% | -23.3% | -2.0% |
| All | +143.7% | +197.6% | -53.9% | -1.5% |
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