-62.5%
BKYI vs VT
+23.3%
-85.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | -8.8% | +0.4% | -9.2% | -8.8% |
| 30D | -30.4% | +1.0% | -31.4% | -30.5% |
| 3M | -34.2% | +2.4% | -36.6% | -34.2% |
| 6M | -59.9% | +12.0% | -71.9% | -60.3% |
| YTD | -48.0% | +15.3% | -63.3% | -51.5% |
| 1Y | -62.5% | +22.6% | -85.1% | -67.9% |
| All | -62.5% | +23.3% | -85.9% | -67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling