+239.0%
PKBK vs VT
+214.8%
+24.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.9% |
| 7D | -1.4% | -4.2% | +2.7% | +2.5% |
| 30D | -0.9% | -5.8% | +4.9% | +4.6% |
| 3M | -5.0% | -5.2% | +0.2% | -0.4% |
| 6M | +5.9% | +0.1% | +5.8% | +4.9% |
| YTD | +32.3% | +8.2% | +24.0% | +21.1% |
| 1Y | +51.8% | +10.1% | +41.7% | +36.6% |
| 3Y | +99.0% | +69.7% | +29.3% | +16.5% |
| 5Y | +66.6% | +53.4% | +13.2% | +7.0% |
| All | +239.0% | +214.8% | +24.2% | +18.3% |
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