-67.3%
AKBA vs VT
+66.2%
-133.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +10.9% | +0.4% | +10.5% | +10.1% |
| 30D | -24.4% | +1.0% | -25.4% | -25.6% |
| 3M | +0.5% | +2.4% | -1.9% | -3.5% |
| 6M | -22.0% | +12.0% | -34.0% | -35.2% |
| YTD | -39.4% | +15.3% | -54.8% | -52.1% |
| 1Y | -67.7% | +22.6% | -90.3% | -76.9% |
| 3Y | -26.7% | +74.7% | -101.4% | -70.8% |
| All | -67.3% | +66.2% | -133.5% | -84.4% |
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