-16.3%
BKT vs VT
+58.5%
-74.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -2.3% | +2.9% | -5.2% | -2.8% |
| 30D | +2.9% | -2.5% | +5.4% | +3.4% |
| 3M | -4.8% | -3.3% | -1.5% | -4.3% |
| 6M | -3.1% | +1.5% | -4.7% | -3.5% |
| YTD | -4.0% | +11.4% | -15.3% | -5.9% |
| 1Y | -4.1% | +11.9% | -16.0% | -6.1% |
| 3Y | +15.8% | +73.9% | -58.1% | +4.2% |
| 5Y | -16.3% | +57.9% | -74.2% | -26.9% |
| All | -16.3% | +58.5% | -74.9% | -26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling