+1,084.9%
BKTI vs VT
+360.7%
+724.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.1% |
| 7D | +3.7% | -0.7% | +4.4% | +4.1% |
| 30D | -3.9% | -1.7% | -2.2% | -3.0% |
| 3M | -10.2% | -2.3% | -7.9% | -9.1% |
| 6M | -27.8% | +1.5% | -29.3% | -28.3% |
| YTD | -6.9% | +12.0% | -18.9% | -11.6% |
| 1Y | -3.3% | +12.9% | -16.2% | -8.5% |
| 3Y | +426.1% | +74.9% | +351.1% | +315.3% |
| 5Y | +420.8% | +59.9% | +360.8% | +326.2% |
| 10Y | +223.9% | +224.6% | -0.7% | +102.6% |
| All | +1,084.9% | +360.7% | +724.3% | +437.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling