+99.3%
PARK vs VT
+16.8%
+82.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.0% | +0.4% | -2.5% | -2.2% |
| 30D | -1.5% | +1.0% | -2.5% | -2.0% |
| 3M | +9.6% | +2.4% | +7.2% | +8.3% |
| 6M | +8.0% | +12.0% | -4.0% | -0.3% |
| YTD | +38.4% | +15.3% | +23.1% | +39.8% |
| All | +99.3% | +16.8% | +82.5% | +109.4% |
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