-6.0%
BKTI vs VT
+13.3%
-19.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.5% | -1.6% | -1.9% | -1.7% |
| 30D | -9.5% | -2.5% | -7.0% | -6.8% |
| 3M | -14.3% | -1.3% | -13.0% | -13.0% |
| 6M | -28.0% | +3.1% | -31.1% | -30.8% |
| YTD | -7.9% | +10.9% | -18.8% | -18.0% |
| All | -6.0% | +13.3% | -19.3% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling