-73.2%
SKRE vs VT
+60.9%
-134.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | -0.4% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -11.4% | -3.1% | -8.3% | -16.5% |
| 3M | +5.1% | -3.5% | +8.6% | -1.7% |
| 6M | -13.3% | +0.5% | -13.8% | -11.9% |
| YTD | -29.7% | +10.8% | -40.5% | -9.3% |
| 1Y | -38.5% | +11.9% | -50.4% | -18.3% |
| All | -73.2% | +60.9% | -134.1% | +0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling