+1,923.9%
PKG vs VT
+360.7%
+1,563.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.6% |
| 7D | -2.4% | -0.7% | -1.7% | -1.8% |
| 30D | +11.1% | -1.7% | +12.8% | +12.7% |
| 3M | -1.1% | -2.3% | +1.2% | +0.9% |
| 6M | +15.7% | +1.5% | +14.2% | +13.7% |
| YTD | +25.0% | +12.0% | +13.0% | +11.7% |
| 1Y | +27.8% | +12.9% | +14.9% | +13.3% |
| 3Y | +75.5% | +74.9% | +0.5% | +1.7% |
| 5Y | +117.0% | +59.9% | +57.1% | +35.7% |
| 10Y | +309.0% | +224.6% | +84.4% | +27.5% |
| All | +1,923.9% | +360.7% | +1,563.2% | +344.5% |
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 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