+58.1%
PKOH vs VT
+229.8%
-171.7%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.3% |
| 7D | -0.1% | -1.1% | +1.0% | +1.4% |
| 30D | -5.9% | -1.0% | -4.9% | -4.6% |
| 3M | +36.6% | +3.2% | +33.5% | +31.4% |
| 6M | +83.7% | +12.5% | +71.2% | +57.8% |
| YTD | +124.6% | +14.1% | +110.6% | +89.0% |
| 1Y | +113.3% | +18.9% | +94.4% | +70.3% |
| 3Y | +175.2% | +74.1% | +101.1% | +35.3% |
| 5Y | +91.9% | +66.9% | +25.0% | +0.1% |
| All | +58.1% | +229.8% | -171.7% | -63.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling