-27.3%
AKTS vs VT
+9.1%
-36.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.8% | -3.7% |
| 7D | +9.6% | +2.9% | +6.7% | +5.7% |
| 30D | -2.2% | -2.5% | +0.3% | +1.0% |
| 3M | -32.2% | -3.3% | -28.8% | -29.1% |
| 6M | -17.5% | +1.5% | -19.0% | -20.1% |
| All | -27.3% | +9.1% | -36.5% | -39.3% |
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