-72.7%
SKRE vs VT
+61.7%
-134.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +0.2% |
| 7D | -0.5% | +2.9% | -3.4% | +5.3% |
| 30D | -10.0% | -2.5% | -7.5% | -14.2% |
| 3M | +11.4% | -3.3% | +14.7% | +4.5% |
| 6M | -16.1% | +1.5% | -17.7% | -12.9% |
| YTD | -28.5% | +11.4% | -39.9% | -6.8% |
| 1Y | -37.3% | +11.9% | -49.2% | -16.8% |
| All | -72.7% | +61.7% | -134.5% | +3.4% |
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