+244.3%
BKTI vs VOO
+325.3%
-81.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.4% |
| 7D | -0.7% | -0.8% | +0.1% | -0.2% |
| 30D | -6.8% | -1.1% | -5.7% | -6.2% |
| 3M | -14.3% | +3.9% | -18.2% | -16.5% |
| 6M | -13.8% | +13.6% | -27.4% | -20.5% |
| YTD | -2.6% | +12.7% | -15.3% | -9.6% |
| 1Y | +1.7% | +17.6% | -15.8% | -7.9% |
| 3Y | +499.6% | +77.3% | +422.3% | +340.4% |
| 5Y | +405.5% | +84.1% | +321.3% | +264.2% |
| All | +244.3% | +325.3% | -81.0% | +133.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling