-82.6%
AKBA vs VT
+58.5%
-141.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -0.6% | -12.6% | -12.1% |
| 7D | +16.9% | +2.9% | +14.0% | +12.5% |
| 30D | -35.3% | -2.5% | -32.8% | -29.1% |
| 3M | -44.2% | -3.3% | -40.9% | -38.0% |
| 6M | -57.8% | +1.5% | -59.3% | -56.7% |
| YTD | -69.1% | +11.4% | -80.4% | -72.8% |
| 1Y | -73.1% | +11.9% | -85.0% | -76.5% |
| 3Y | -44.2% | +73.9% | -118.1% | -76.8% |
| 5Y | -82.6% | +57.9% | -140.5% | -90.5% |
| All | -82.6% | +58.5% | -141.2% | -90.5% |
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