-73.6%
SKRE vs VT
+66.7%
-140.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +1.2% |
| 7D | -5.0% | +1.0% | -6.0% | -2.9% |
| 30D | +4.7% | -0.2% | +4.9% | +4.3% |
| 3M | -12.8% | +4.5% | -17.4% | -4.5% |
| 6M | -28.0% | +14.1% | -42.1% | -3.1% |
| YTD | -30.6% | +14.8% | -45.4% | -4.3% |
| 1Y | -33.7% | +21.2% | -54.9% | +5.7% |
| All | -73.6% | +66.7% | -140.2% | +6.2% |
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