+19.3%
BKUI vs VOO
+83.3%
-64.0%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | +0.2% | -1.7% | +1.8% | +0.2% |
| 3M | +0.8% | +4.7% | -3.9% | +0.8% |
| 6M | +1.6% | +12.6% | -11.0% | +1.5% |
| YTD | +2.3% | +11.8% | -9.5% | +2.2% |
| 1Y | +3.6% | +17.5% | -13.9% | +3.5% |
| 3Y | +15.7% | +77.0% | -61.3% | +15.4% |
| 5Y | +19.2% | +82.6% | -63.4% | +18.8% |
| All | +19.3% | +83.3% | -64.0% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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