-73.7%
BKSY vs VOO
+162.6%
-236.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -1.7% |
| 7D | +0.5% | -0.8% | +1.3% | +1.5% |
| 30D | -35.3% | -1.1% | -34.3% | -34.5% |
| 3M | -42.7% | +3.9% | -46.6% | -45.1% |
| 6M | -12.8% | +13.6% | -26.4% | -23.5% |
| YTD | +9.9% | +12.7% | -2.8% | -2.5% |
| 1Y | +18.5% | +17.6% | +0.9% | +2.1% |
| 3Y | +106.1% | +77.3% | +28.8% | +30.4% |
| 5Y | -76.6% | +84.1% | -160.7% | -85.4% |
| All | -73.7% | +162.6% | -236.3% | -84.7% |
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