+73.8%
PKE vs VT
+69.7%
+4.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.1% |
| 7D | -9.2% | -2.3% | -6.9% | -6.9% |
| 30D | -20.1% | -5.0% | -15.1% | -15.7% |
| 3M | -36.9% | -4.9% | -32.1% | -33.6% |
| 6M | -31.2% | -1.5% | -29.7% | -30.0% |
| YTD | +11.5% | +8.5% | +3.0% | +3.0% |
| 1Y | +24.9% | +11.4% | +13.5% | +12.5% |
| 3Y | +73.8% | +70.1% | +3.7% | +1.5% |
| All | +73.8% | +69.7% | +4.1% | +1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling