-69.5%
BKSY vs VT
+119.8%
-189.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.6% | +9.4% | +8.7% |
| 7D | +43.6% | +0.4% | +43.3% | +41.9% |
| 30D | +14.2% | -2.6% | +16.8% | +17.9% |
| 3M | -18.0% | -3.2% | -14.8% | -14.4% |
| 6M | -39.4% | +0.9% | -40.4% | -39.3% |
| YTD | +27.5% | +11.3% | +16.2% | +14.7% |
| 1Y | +41.3% | +14.0% | +27.3% | +24.3% |
| 3Y | +153.2% | +75.8% | +77.3% | +58.1% |
| 5Y | -70.9% | +57.8% | -128.7% | -80.8% |
| All | -69.5% | +119.8% | -189.3% | -81.4% |
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