+11.7%
AKTS vs VT
+12.5%
-0.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -6.9% |
| 7D | -3.7% | +1.0% | -4.7% | -4.9% |
| 30D | +3.7% | -0.2% | +3.9% | +3.9% |
| 3M | +31.9% | +4.5% | +27.3% | +22.8% |
| 6M | +33.0% | +14.1% | +19.0% | +6.8% |
| All | +11.7% | +12.5% | -0.8% | -10.3% |
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