+166.1%
SKT vs VT
+65.7%
+100.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -2.6% | -0.1% | -2.4% | -2.5% |
| 30D | -5.0% | -0.7% | -4.3% | -4.4% |
| 3M | -6.2% | +4.0% | -10.2% | -10.1% |
| 6M | +4.0% | +12.3% | -8.3% | -8.1% |
| YTD | +12.9% | +14.0% | -1.2% | -2.1% |
| 1Y | +10.2% | +20.3% | -10.1% | -9.9% |
| 3Y | +75.5% | +75.4% | 0.0% | -5.6% |
| 5Y | +166.1% | +66.0% | +100.1% | +56.1% |
| All | +166.1% | +65.7% | +100.4% | +56.1% |
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