+1,897.4%
PKG vs VT
+346.0%
+1,551.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.1% |
| 7D | -2.8% | -2.3% | -0.5% | -0.6% |
| 30D | +9.9% | -5.0% | +14.8% | +15.1% |
| 3M | -0.6% | -4.9% | +4.3% | +4.1% |
| 6M | +11.5% | -1.5% | +13.1% | +12.9% |
| YTD | +23.4% | +8.5% | +14.9% | +13.7% |
| 1Y | +29.2% | +11.4% | +17.9% | +16.1% |
| 3Y | +71.4% | +70.1% | +1.3% | +2.0% |
| 5Y | +113.7% | +53.7% | +60.0% | +38.8% |
| 10Y | +321.7% | +220.0% | +101.7% | +33.1% |
| All | +1,897.4% | +346.0% | +1,551.4% | +352.4% |
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