-99.6%
BKYI vs VT
+57.4%
-156.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +44.4% |
| 3M | -40.7% | -3.2% | -37.5% | -40.1% |
| 6M | -54.2% | +0.9% | -55.2% | -54.8% |
| YTD | -55.7% | +11.3% | -67.0% | -58.6% |
| 1Y | -75.1% | +14.0% | -89.1% | -77.1% |
| 3Y | -93.0% | +75.8% | -168.9% | -94.7% |
| 5Y | -99.6% | +57.8% | -157.4% | -99.6% |
| All | -99.6% | +57.4% | -156.9% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling