+624.2%
PKBK vs VT
+374.2%
+250.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +1.7% | +0.4% | +1.3% | +1.5% |
| 30D | +1.1% | +1.0% | +0.1% | +0.6% |
| 3M | +12.8% | +2.4% | +10.4% | +11.3% |
| 6M | +25.0% | +12.0% | +13.0% | +18.2% |
| YTD | +40.8% | +15.3% | +25.5% | +31.3% |
| 1Y | +58.5% | +22.6% | +35.9% | +43.5% |
| 3Y | +120.9% | +74.7% | +46.2% | +70.4% |
| 5Y | +96.2% | +66.1% | +30.0% | +53.7% |
| 10Y | +297.3% | +225.0% | +72.3% | +150.9% |
| All | +624.2% | +374.2% | +250.0% | +355.9% |
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