+4.8%
SKK vs VT
+21.4%
-16.6%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -4.0% |
| 7D | -3.3% | +1.0% | -4.3% | -0.8% |
| 30D | -8.8% | -0.2% | -8.5% | -10.0% |
| 3M | +0.5% | +4.5% | -4.1% | +11.9% |
| 6M | +56.4% | +14.1% | +42.4% | +110.7% |
| YTD | +58.1% | +14.8% | +43.4% | +112.4% |
| 1Y | +4.8% | +21.2% | -16.4% | +41.9% |
| All | +4.8% | +21.4% | -16.6% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling