+98.0%
PARK vs VT
+12.4%
+85.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +5.1% | -1.6% | +6.7% | +5.8% |
| 30D | +2.3% | -2.5% | +4.8% | +3.5% |
| 3M | +9.7% | -1.3% | +11.0% | +10.2% |
| 6M | +15.2% | +3.1% | +12.1% | +12.4% |
| YTD | +37.5% | +10.9% | +26.6% | +41.4% |
| All | +98.0% | +12.4% | +85.7% | +111.8% |
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