+242.5%
PKBK vs VT
+215.5%
+27.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +0.1% | -2.3% | +2.4% | +2.3% |
| 30D | +0.9% | -5.0% | +5.9% | +5.6% |
| 3M | -4.3% | -4.9% | +0.6% | 0.0% |
| 6M | +7.5% | -1.5% | +9.0% | +8.1% |
| YTD | +33.7% | +8.5% | +25.2% | +22.1% |
| 1Y | +54.6% | +11.4% | +43.2% | +37.6% |
| 3Y | +108.3% | +70.1% | +38.2% | +21.6% |
| 5Y | +68.3% | +53.7% | +14.6% | +7.9% |
| All | +242.5% | +215.5% | +27.0% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling