+144.7%
BKMC vs VT
+161.6%
-16.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.3% |
| 7D | +0.9% | +0.4% | +0.5% | +0.5% |
| 30D | +2.2% | -2.6% | +4.8% | +5.0% |
| 3M | -3.9% | -3.2% | -0.7% | -0.6% |
| 6M | +1.4% | +0.9% | +0.4% | +0.1% |
| YTD | +11.0% | +11.3% | -0.3% | -1.3% |
| 1Y | +13.1% | +14.0% | -0.9% | -2.0% |
| 3Y | +59.7% | +75.8% | -16.2% | -12.0% |
| 5Y | +33.6% | +57.8% | -24.3% | -17.9% |
| All | +144.7% | +161.6% | -16.9% | -6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling