+10.5%
BKT vs VT
+215.5%
-205.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +2.0% | -2.3% | +4.3% | +2.4% |
| 30D | +7.5% | -5.0% | +12.4% | +8.2% |
| 3M | -1.3% | -4.9% | +3.5% | -0.6% |
| 6M | -0.4% | -1.5% | +1.1% | -0.3% |
| YTD | -1.0% | +8.5% | -9.5% | -2.2% |
| 1Y | -1.0% | +11.4% | -12.4% | -2.6% |
| 3Y | +18.9% | +70.1% | -51.2% | +9.9% |
| 5Y | -14.0% | +53.7% | -67.7% | -20.0% |
| All | +10.5% | +215.5% | -205.0% | -6.6% |
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