-96.3%
OKUR vs VT
+69.7%
-166.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +0.2% | +13.2% | +13.2% |
| 7D | +9.4% | -2.3% | +11.7% | +11.7% |
| 30D | +21.9% | -5.0% | +26.9% | +27.7% |
| 3M | -31.0% | -4.9% | -26.1% | -27.7% |
| 6M | -29.6% | -1.5% | -28.1% | -28.5% |
| YTD | -1.2% | +8.5% | -9.7% | -8.4% |
| 1Y | -9.3% | +11.4% | -20.7% | -17.8% |
| 3Y | -96.3% | +70.1% | -166.4% | -97.3% |
| All | -96.3% | +69.7% | -166.0% | -97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling