+360.9%
BKTI vs VT
+53.4%
+307.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.8% | +3.8% |
| 7D | -1.9% | -2.3% | +0.4% | +0.6% |
| 30D | -11.1% | -5.0% | -6.1% | -5.9% |
| 3M | -14.2% | -4.9% | -9.3% | -9.4% |
| 6M | -28.5% | -1.5% | -26.9% | -27.4% |
| YTD | -10.3% | +8.5% | -18.7% | -18.0% |
| 1Y | -17.7% | +11.4% | -29.1% | -26.8% |
| 3Y | +407.5% | +70.1% | +337.4% | +204.7% |
| All | +360.9% | +53.4% | +307.5% | +206.0% |
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