+46.4%
IKT vs VT
+21.4%
+25.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.1% |
| 7D | +2.1% | +1.0% | +1.1% | +0.7% |
| 30D | -1.6% | -0.2% | -1.4% | -1.3% |
| 3M | +50.0% | +4.5% | +45.5% | +40.2% |
| 6M | +29.3% | +14.1% | +15.2% | +5.9% |
| YTD | +18.5% | +14.8% | +3.8% | -2.6% |
| 1Y | +46.4% | +21.2% | +25.2% | -3.8% |
| All | +46.4% | +21.4% | +25.0% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling