-72.9%
SKRE vs VT
+65.6%
-138.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.3% | +1.3% |
| 7D | +2.4% | -0.1% | +2.5% | +2.2% |
| 30D | +6.4% | -0.7% | +7.1% | +5.1% |
| 3M | -8.2% | +4.0% | -12.2% | -0.5% |
| 6M | -26.6% | +12.3% | -38.9% | -4.6% |
| YTD | -28.8% | +14.0% | -42.9% | -3.1% |
| 1Y | -33.3% | +20.3% | -53.6% | +4.7% |
| All | -72.9% | +65.6% | -138.5% | +7.6% |
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