+144.3%
BKMC vs VOO
+198.1%
-53.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | 0.0% |
| 7D | -1.9% | -0.8% | -1.2% | -1.2% |
| 30D | -4.3% | -1.1% | -3.2% | -3.3% |
| 3M | -0.3% | +3.9% | -4.2% | -4.1% |
| 6M | +7.3% | +13.6% | -6.4% | -5.7% |
| YTD | +10.8% | +12.7% | -1.9% | -1.7% |
| 1Y | +10.6% | +17.6% | -7.0% | -6.0% |
| 3Y | +50.7% | +77.3% | -26.6% | -14.6% |
| 5Y | +41.9% | +84.1% | -42.3% | -22.7% |
| All | +144.3% | +198.1% | -53.7% | -13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling