+42.1%
BKT vs VOO
+800.4%
-758.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | -3.4% | +2.6% | -6.0% | -3.7% |
| 30D | +2.5% | -2.0% | +4.5% | +2.7% |
| 3M | -5.1% | -2.8% | -2.3% | -4.8% |
| 6M | -3.4% | +2.2% | -5.5% | -3.6% |
| YTD | -4.4% | +11.5% | -15.9% | -5.5% |
| 1Y | -3.9% | +13.5% | -17.4% | -5.2% |
| 3Y | +15.9% | +78.1% | -62.2% | +9.1% |
| 5Y | -16.7% | +73.1% | -89.9% | -21.8% |
| 10Y | +9.5% | +310.7% | -301.2% | -3.7% |
| All | +42.1% | +800.4% | -758.3% | +22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling