+209.0%
BKTI vs VT
+222.7%
-13.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.3% |
| 7D | +4.0% | +2.9% | +1.1% | +2.0% |
| 30D | -4.7% | -2.5% | -2.2% | -2.8% |
| 3M | -14.2% | -3.3% | -10.9% | -12.1% |
| 6M | -25.8% | +1.5% | -27.3% | -26.5% |
| YTD | -10.3% | +11.4% | -21.7% | -16.4% |
| 1Y | -10.4% | +11.9% | -22.3% | -16.6% |
| 3Y | +406.7% | +73.9% | +332.8% | +269.2% |
| 5Y | +399.8% | +57.9% | +341.9% | +278.2% |
| All | +209.0% | +222.7% | -13.7% | +112.1% |
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