+509.9%
PKB vs VT
+356.1%
+153.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.6% | -1.6% | +6.2% | +6.5% |
| 30D | -0.7% | -2.5% | +1.8% | +2.2% |
| 3M | -10.6% | -1.3% | -9.3% | -9.2% |
| 6M | -15.3% | +3.1% | -18.4% | -18.0% |
| YTD | -0.5% | +10.9% | -11.4% | -11.1% |
| 1Y | -3.6% | +12.1% | -15.7% | -14.7% |
| 3Y | +74.9% | +73.9% | +1.0% | -3.9% |
| 5Y | +82.3% | +58.0% | +24.3% | +12.5% |
| 10Y | +296.0% | +225.5% | +70.6% | +17.2% |
| All | +509.9% | +356.1% | +153.8% | +38.8% |
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