+30.7%
PKE vs VT
+13.3%
+17.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.2% |
| 7D | +2.0% | -0.7% | +2.7% | +3.1% |
| 30D | -7.3% | -1.7% | -5.6% | -5.2% |
| 3M | -32.4% | -2.3% | -30.1% | -30.4% |
| 6M | -27.1% | +1.5% | -28.6% | -28.6% |
| YTD | +20.4% | +12.0% | +8.3% | +3.6% |
| 1Y | +30.7% | +12.9% | +17.8% | +11.2% |
| All | +30.7% | +13.3% | +17.4% | +11.2% |
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