-72.8%
BKSY vs VT
+114.2%
-187.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.3% | +11.3% |
| 7D | +19.4% | -2.3% | +21.7% | +21.8% |
| 30D | -2.4% | -5.0% | +2.6% | +3.7% |
| 3M | -23.2% | -4.9% | -18.4% | -18.2% |
| 6M | -47.3% | -1.5% | -45.8% | -45.4% |
| YTD | +13.8% | +8.5% | +5.3% | +5.5% |
| 1Y | +28.3% | +11.4% | +16.9% | +16.1% |
| 3Y | +144.6% | +70.1% | +74.5% | +58.4% |
| 5Y | -74.8% | +53.7% | -128.5% | -82.9% |
| All | -72.8% | +114.2% | -187.0% | -82.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling