+1,042.3%
BKTI vs VT
+346.0%
+696.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.8% | +4.0% |
| 7D | -1.9% | -2.3% | +0.4% | -0.8% |
| 30D | -11.1% | -5.0% | -6.1% | -8.7% |
| 3M | -14.2% | -4.9% | -9.3% | -12.0% |
| 6M | -28.5% | -1.5% | -26.9% | -27.9% |
| YTD | -10.3% | +8.5% | -18.7% | -13.4% |
| 1Y | -17.7% | +11.4% | -29.1% | -21.5% |
| 3Y | +407.5% | +70.1% | +337.4% | +306.2% |
| 5Y | +374.9% | +53.7% | +321.1% | +295.9% |
| 10Y | +221.5% | +220.0% | +1.6% | +103.0% |
| All | +1,042.3% | +346.0% | +696.3% | +426.5% |
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 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