-93.0%
BKYI vs VT
+74.1%
-167.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | -0.6% |
| 7D | -2.4% | +0.4% | -2.8% | -2.7% |
| 30D | +43.1% | -2.6% | +45.7% | +44.5% |
| 3M | -40.7% | -3.2% | -37.5% | -40.0% |
| 6M | -54.2% | +0.9% | -55.2% | -55.0% |
| YTD | -55.7% | +11.3% | -67.0% | -59.3% |
| 1Y | -75.1% | +14.0% | -89.1% | -77.6% |
| 3Y | -93.0% | +75.8% | -168.9% | -95.5% |
| All | -93.0% | +74.1% | -167.1% | -95.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling