+28.9%
PRKS vs VT
+293.8%
-264.9%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -4.1% | +14.8% | +15.9% |
| 7D | +19.8% | -4.2% | +23.9% | +25.6% |
| 30D | +11.7% | -5.8% | +17.5% | +19.8% |
| 3M | -17.8% | -5.2% | -12.6% | -12.5% |
| 6M | +10.6% | +0.1% | +10.5% | +9.3% |
| YTD | +4.3% | +8.2% | -3.9% | -6.7% |
| 1Y | -18.1% | +10.1% | -28.2% | -28.1% |
| 3Y | -19.9% | +69.7% | -89.6% | -59.3% |
| 5Y | -45.1% | +53.4% | -98.5% | -67.5% |
| 10Y | +168.5% | +219.2% | -50.7% | -20.2% |
| All | +28.9% | +293.8% | -264.9% | -66.0% |
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