+214.4%
PKE vs VT
+355.4%
-141.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.0% |
| 7D | -5.0% | -0.1% | -4.9% | -4.7% |
| 30D | -5.9% | -3.1% | -2.8% | -2.8% |
| 3M | -32.3% | -3.5% | -28.8% | -29.9% |
| 6M | -25.5% | +0.5% | -26.0% | -25.7% |
| YTD | +18.4% | +10.8% | +7.7% | +7.5% |
| 1Y | +29.3% | +11.9% | +17.4% | +16.3% |
| 3Y | +81.5% | +73.0% | +8.5% | +6.2% |
| 5Y | +121.9% | +58.6% | +63.3% | +38.2% |
| 10Y | +219.5% | +219.2% | +0.4% | -7.9% |
| All | +214.4% | +355.4% | -141.1% | -42.8% |
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