-96.9%
BKKT vs VT
+65.7%
-162.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +2.1% |
| 7D | +11.2% | -0.1% | +11.3% | +12.0% |
| 30D | +8.0% | -0.7% | +8.6% | +11.5% |
| 3M | +7.3% | +4.0% | +3.3% | -4.3% |
| 6M | -10.4% | +12.3% | -22.7% | -36.5% |
| YTD | -17.7% | +14.0% | -31.8% | -42.3% |
| 1Y | -15.1% | +20.3% | -35.4% | -47.1% |
| 3Y | -74.2% | +75.4% | -149.6% | -93.4% |
| 5Y | -96.9% | +66.0% | -162.8% | -98.6% |
| All | -96.9% | +65.7% | -162.6% | -98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling