+52.1%
PKBK vs VT
+11.9%
+40.2%
-7.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.5% |
| 7D | -0.2% | +2.4% | -2.6% | -1.0% |
| 30D | +0.5% | -1.5% | +2.0% | +1.0% |
| 3M | -6.8% | -4.1% | -2.7% | -5.5% |
| 6M | +9.6% | +0.6% | +9.1% | +9.1% |
| YTD | +33.4% | +11.0% | +22.3% | +27.1% |
| 1Y | +52.1% | +13.3% | +38.8% | +42.5% |
| All | +52.1% | +11.9% | +40.2% | +42.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling