-67.7%
AKBA vs VT
+23.3%
-91.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +10.9% | +0.4% | +10.4% | +10.2% |
| 30D | -24.4% | +1.0% | -25.4% | -25.4% |
| 3M | +0.5% | +2.4% | -1.9% | -2.8% |
| 6M | -22.0% | +12.0% | -34.0% | -32.6% |
| YTD | -39.5% | +15.3% | -54.8% | -49.6% |
| 1Y | -67.7% | +22.6% | -90.3% | -76.7% |
| All | -67.7% | +23.3% | -91.1% | -76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling