+65.6%
PK vs VT
+69.7%
-4.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.9% |
| 7D | -5.2% | -2.3% | -2.9% | -2.1% |
| 30D | +3.6% | -5.0% | +8.5% | +10.8% |
| 3M | +11.5% | -4.9% | +16.4% | +18.9% |
| 6M | +45.1% | -1.5% | +46.6% | +47.1% |
| YTD | +59.4% | +8.5% | +50.9% | +40.7% |
| 1Y | +68.0% | +11.4% | +56.6% | +42.6% |
| 3Y | +65.6% | +70.1% | -4.5% | -28.2% |
| All | +65.6% | +69.7% | -4.1% | -28.2% |
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