-71.8%
BKSY vs VT
+126.6%
-198.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +8.4% |
| 7D | +2.9% | +1.0% | +1.9% | +1.5% |
| 30D | -24.3% | -0.2% | -24.0% | -24.0% |
| 3M | -35.6% | +4.5% | -40.1% | -38.8% |
| 6M | -7.0% | +14.1% | -21.0% | -19.2% |
| YTD | +17.8% | +14.8% | +3.0% | +1.8% |
| 1Y | +32.8% | +21.2% | +11.6% | +9.6% |
| 3Y | +117.3% | +76.6% | +40.8% | +33.4% |
| 5Y | -73.5% | +66.6% | -140.1% | -83.3% |
| All | -71.8% | +126.6% | -198.5% | -83.5% |
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