+81.0%
BKD price history and return analytics
+63.7%
+17.3%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.4% |
| 7D | +2.2% | -2.0% | +4.2% | +4.3% |
| 30D | -2.8% | -1.4% | -1.4% | -1.4% |
| 3M | -6.9% | +4.7% | -11.6% | -11.8% |
| 6M | -14.8% | +11.4% | -26.2% | -25.2% |
| YTD | +13.1% | +13.1% | 0.0% | -2.6% |
| 1Y | +59.7% | +19.0% | +40.7% | +29.3% |
| 3Y | +208.9% | +73.9% | +134.9% | +59.5% |
| 5Y | +81.0% | +65.4% | +15.6% | +3.2% |
| All | +81.0% | +63.7% | +17.3% | +3.2% |
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