-2.5%
IKT vs VT
+12.5%
-15.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.3% | -7.0% |
| 7D | +4.7% | -0.1% | +4.9% | +5.5% |
| 30D | -21.3% | -3.1% | -18.3% | -17.4% |
| 3M | -37.0% | -3.5% | -33.5% | -33.4% |
| 6M | -24.8% | +0.5% | -25.2% | -24.6% |
| YTD | -24.4% | +10.8% | -35.2% | -30.3% |
| 1Y | -2.5% | +11.9% | -14.4% | -11.2% |
| All | -2.5% | +12.5% | -15.0% | -11.2% |
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