+34.6%
BKV vs VOO
+35.9%
-1.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.8% | -3.7% |
| 7D | -7.0% | -0.8% | -6.3% | -6.4% |
| 30D | -7.2% | -1.1% | -6.1% | -6.3% |
| 3M | -1.3% | +3.9% | -5.2% | -5.2% |
| 6M | -15.2% | +13.6% | -28.8% | -26.3% |
| YTD | -10.8% | +12.7% | -23.5% | -21.8% |
| 1Y | +9.0% | +17.6% | -8.5% | -9.2% |
| All | +34.6% | +35.9% | -1.3% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling