+179.4%
SKE vs VT
+53.4%
+126.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.1% |
| 7D | +15.4% | -2.3% | +17.7% | +18.7% |
| 30D | +1.5% | -5.0% | +6.5% | +8.5% |
| 3M | +0.2% | -4.9% | +5.1% | +7.5% |
| 6M | -0.6% | -1.5% | +0.9% | +3.7% |
| YTD | +30.3% | +8.5% | +21.9% | +23.1% |
| 1Y | +95.8% | +11.4% | +84.4% | +80.0% |
| 3Y | +854.6% | +70.1% | +784.6% | +454.0% |
| All | +179.4% | +53.4% | +126.0% | +49.9% |
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