-11.2%
AKRE vs VT
+12.1%
-23.3%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.5% |
| 7D | -1.7% | +2.9% | -4.6% | -2.6% |
| 30D | +7.8% | -2.5% | +10.3% | +8.7% |
| 3M | +2.4% | -3.3% | +5.8% | +3.5% |
| 6M | +13.4% | +1.5% | +11.8% | +12.4% |
| YTD | -8.2% | +11.4% | -19.6% | -14.4% |
| 1Y | -7.7% | +11.9% | -19.6% | -14.4% |
| All | -11.2% | +12.1% | -23.3% | -17.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling