-73.4%
SKRE vs VT
+61.7%
-135.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | +2.1% |
| 7D | +0.8% | +0.4% | +0.5% | +2.0% |
| 30D | -11.9% | -2.6% | -9.3% | -16.2% |
| 3M | +5.5% | -3.2% | +8.7% | -0.8% |
| 6M | -13.8% | +0.9% | -14.7% | -11.6% |
| YTD | -30.1% | +11.3% | -41.4% | -9.0% |
| 1Y | -39.6% | +14.0% | -53.6% | -16.3% |
| All | -73.4% | +61.7% | -135.0% | +1.0% |
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