+11.5%
PK vs VT
+219.6%
-208.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.6% | +0.4% | -4.0% | -4.3% |
| 30D | +2.1% | +1.0% | +1.2% | +0.5% |
| 3M | +10.6% | +2.4% | +8.2% | +5.7% |
| 6M | +39.0% | +12.0% | +27.0% | +15.0% |
| YTD | +52.0% | +15.3% | +36.7% | +19.7% |
| 1Y | +37.4% | +22.6% | +14.8% | -2.1% |
| 3Y | +68.1% | +74.7% | -6.6% | -31.6% |
| 5Y | +21.0% | +66.1% | -45.2% | -44.9% |
| All | +11.5% | +219.6% | -208.1% | -78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling