+73.9%
PK vs VT
+74.0%
-0.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | +2.7% | +2.4% | +0.4% | -0.3% |
| 30D | +6.7% | -1.5% | +8.2% | +9.1% |
| 3M | +9.3% | -4.1% | +13.5% | +15.4% |
| 6M | +54.7% | +0.6% | +54.1% | +52.8% |
| YTD | +63.7% | +11.0% | +52.7% | +40.3% |
| 1Y | +67.6% | +13.3% | +54.3% | +39.3% |
| 3Y | +73.9% | +73.4% | +0.5% | -27.3% |
| All | +73.9% | +74.0% | -0.1% | -27.3% |
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