+94.0%
PARK vs VT
+9.9%
+84.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.4% |
| 7D | -5.7% | -2.3% | -3.4% | -4.2% |
| 30D | -5.0% | -5.0% | -0.1% | -2.3% |
| 3M | -7.1% | -4.9% | -2.3% | -4.5% |
| 6M | +14.1% | -1.5% | +15.7% | +15.0% |
| YTD | +34.8% | +8.5% | +26.3% | +40.6% |
| All | +94.0% | +9.9% | +84.1% | +110.6% |
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