+232.9%
BKTI vs VT
+222.7%
+10.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | -2.8% | -0.7% | -2.2% | -2.5% |
| 3M | -8.9% | +4.0% | -12.9% | -11.3% |
| 6M | -15.7% | +12.3% | -28.0% | -22.0% |
| YTD | -2.3% | +14.0% | -16.3% | -10.4% |
| 1Y | +4.2% | +20.3% | -16.1% | -7.5% |
| 3Y | +499.3% | +75.4% | +423.8% | +335.3% |
| 5Y | +406.9% | +66.0% | +340.9% | +275.5% |
| 10Y | +232.9% | +228.2% | +4.7% | +144.5% |
| All | +232.9% | +222.7% | +10.2% | +144.5% |
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