-22.4%
AKAM vs VT
+58.5%
-80.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +11.2% | +2.9% | +8.3% | +7.9% |
| 30D | -13.4% | -2.5% | -10.9% | -10.8% |
| 3M | -29.5% | -3.3% | -26.2% | -26.6% |
| 6M | -42.1% | +1.5% | -43.7% | -42.4% |
| YTD | -0.8% | +11.4% | -12.1% | -9.5% |
| 1Y | -3.9% | +11.9% | -15.8% | -12.9% |
| 3Y | -21.9% | +73.9% | -95.7% | -51.4% |
| 5Y | -22.4% | +57.9% | -80.3% | -49.8% |
| All | -22.4% | +58.5% | -80.9% | -49.8% |
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