+89.1%
PKOH vs VT
+63.7%
+25.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.2% |
| 7D | +1.9% | -2.0% | +3.9% | +4.4% |
| 30D | -4.0% | -1.4% | -2.6% | -2.3% |
| 3M | +39.3% | +4.7% | +34.6% | +32.2% |
| 6M | +81.6% | +11.4% | +70.2% | +60.5% |
| YTD | +121.4% | +13.1% | +108.3% | +91.8% |
| 1Y | +116.7% | +19.0% | +97.6% | +77.0% |
| 3Y | +165.1% | +73.9% | +91.2% | +44.5% |
| 5Y | +89.1% | +65.4% | +23.7% | +10.7% |
| All | +89.1% | +63.7% | +25.5% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling