-83.0%
NKTR vs VT
+53.4%
-136.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.8% | +2.6% |
| 7D | -4.1% | -2.3% | -1.8% | +0.3% |
| 30D | -7.5% | -5.0% | -2.5% | +2.2% |
| 3M | -49.3% | -4.9% | -44.4% | -44.3% |
| 6M | -56.2% | -1.5% | -54.7% | -55.4% |
| YTD | -11.9% | +8.5% | -20.4% | -27.4% |
| 1Y | -32.4% | +11.4% | -43.8% | -47.2% |
| 3Y | +368.7% | +70.1% | +298.6% | +75.3% |
| All | -83.0% | +53.4% | -136.5% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling