-95.9%
IKT vs VT
+94.9%
-190.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.1% |
| 7D | -3.6% | -0.1% | -3.5% | -3.4% |
| 30D | -2.0% | -0.7% | -1.4% | -1.3% |
| 3M | +44.3% | +4.0% | +40.3% | +38.0% |
| 6M | +27.5% | +12.3% | +15.2% | +12.1% |
| YTD | +17.6% | +14.0% | +3.5% | +2.1% |
| 1Y | +44.3% | +20.3% | +24.0% | +18.6% |
| 3Y | +19.3% | +75.4% | -56.1% | -31.8% |
| 5Y | -83.5% | +66.0% | -149.4% | -89.0% |
| All | -95.9% | +94.9% | -190.8% | -98.1% |
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