+184.7%
BKLC vs VT
+154.3%
+30.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | -0.3% |
| 7D | -4.9% | -4.2% | -0.7% | -0.7% |
| 30D | -6.3% | -5.8% | -0.5% | -0.4% |
| 3M | -4.6% | -5.2% | +0.7% | +0.8% |
| 6M | +1.7% | +0.1% | +1.6% | +1.5% |
| YTD | +8.1% | +8.2% | -0.1% | -0.5% |
| 1Y | +9.0% | +10.1% | -1.2% | -1.4% |
| 3Y | +76.6% | +69.7% | +7.0% | +3.3% |
| 5Y | +68.8% | +53.4% | +15.5% | +8.9% |
| All | +184.7% | +154.3% | +30.3% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling