-93.8%
AKBA vs VT
+223.7%
-317.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.9% | +2.6% | +30.3% | +28.6% |
| 7D | -24.7% | +0.4% | -25.1% | -21.9% |
| 30D | -33.5% | -2.6% | -30.9% | -27.3% |
| 3M | -41.4% | -3.2% | -38.2% | -35.3% |
| 6M | -54.1% | +0.9% | -55.0% | -52.6% |
| YTD | -66.9% | +11.3% | -78.2% | -70.8% |
| 1Y | -73.9% | +14.0% | -87.9% | -77.9% |
| 3Y | -41.4% | +75.8% | -117.3% | -75.0% |
| 5Y | -81.4% | +57.8% | -139.2% | -89.9% |
| 10Y | -93.8% | +219.8% | -313.6% | -98.3% |
| All | -93.8% | +223.7% | -317.5% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling