-70.4%
BKSY vs VT
+119.9%
-190.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.8% |
| 7D | +21.5% | +2.9% | +18.7% | +17.5% |
| 30D | +17.8% | -2.5% | +20.4% | +21.5% |
| 3M | -27.1% | -3.3% | -23.7% | -23.7% |
| 6M | -42.3% | +1.5% | -43.9% | -42.6% |
| YTD | +23.9% | +11.4% | +12.6% | +11.5% |
| 1Y | +46.8% | +11.9% | +34.9% | +32.2% |
| 3Y | +144.1% | +73.9% | +70.2% | +53.8% |
| 5Y | -67.2% | +57.9% | -125.1% | -78.4% |
| All | -70.4% | +119.9% | -190.3% | -81.9% |
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