+78.3%
BKLN vs VOO
+656.3%
-578.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | 0.0% | -2.0% | +2.0% | +0.4% |
| 30D | +0.9% | -1.7% | +2.6% | +1.2% |
| 3M | +2.4% | +4.7% | -2.3% | +1.4% |
| 6M | +3.6% | +12.6% | -9.0% | +1.0% |
| YTD | +2.2% | +11.8% | -9.6% | -0.2% |
| 1Y | +4.8% | +17.5% | -12.8% | +1.2% |
| 3Y | +21.9% | +77.0% | -55.1% | +7.6% |
| 5Y | +30.5% | +82.6% | -52.1% | +13.6% |
| 10Y | +52.1% | +320.0% | -267.9% | +11.3% |
| All | +78.3% | +656.3% | -578.1% | +15.8% |
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