+946.3%
SKE vs VT
+217.6%
+728.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.6% |
| 7D | +17.1% | -0.1% | +17.2% | +17.3% |
| 30D | -3.7% | -3.1% | -0.6% | -0.9% |
| 3M | -5.1% | -3.5% | -1.6% | -1.7% |
| 6M | -1.3% | +0.5% | -1.8% | 0.0% |
| YTD | +32.3% | +10.8% | +21.5% | +25.5% |
| 1Y | +80.9% | +11.9% | +69.0% | +70.6% |
| 3Y | +834.2% | +73.0% | +761.3% | +555.9% |
| 5Y | +162.9% | +58.6% | +104.3% | +90.4% |
| 10Y | +946.3% | +219.2% | +727.1% | +847.3% |
| All | +946.3% | +217.6% | +728.7% | +847.3% |
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