-97.2%
BKYI vs VOO
+77.4%
-174.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.5% | -4.1% |
| 7D | -5.7% | -0.8% | -4.9% | -5.3% |
| 30D | -29.5% | -1.1% | -28.4% | -29.1% |
| 3M | -33.4% | +3.9% | -37.3% | -35.2% |
| 6M | -58.6% | +13.6% | -72.2% | -62.2% |
| YTD | -50.9% | +12.7% | -63.6% | -54.9% |
| 1Y | -65.1% | +17.6% | -82.7% | -68.8% |
| 3Y | -97.2% | +77.3% | -174.5% | -98.2% |
| All | -97.2% | +77.4% | -174.6% | -98.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling