-99.9%
BKYI vs VT
+371.8%
-471.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.9% |
| 7D | -11.3% | +1.0% | -12.3% | -11.4% |
| 30D | -33.7% | -0.2% | -33.5% | -33.7% |
| 3M | -35.5% | +4.5% | -40.1% | -36.0% |
| 6M | -59.5% | +14.1% | -73.6% | -60.4% |
| YTD | -50.6% | +14.8% | -65.3% | -51.6% |
| 1Y | -62.9% | +21.2% | -84.1% | -63.9% |
| 3Y | -97.3% | +76.6% | -173.9% | -97.5% |
| 5Y | -99.5% | +66.6% | -166.1% | -99.6% |
| 10Y | -99.9% | +222.3% | -322.2% | -99.9% |
| All | -99.9% | +371.8% | -471.8% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling