+353.5%
SKT vs VT
+374.2%
-20.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -1.1% | +0.4% | -1.5% | -1.6% |
| 30D | -7.9% | +1.0% | -8.9% | -8.9% |
| 3M | +3.5% | +2.4% | +1.1% | +0.3% |
| 6M | +1.4% | +12.0% | -10.6% | -10.7% |
| YTD | +14.7% | +15.3% | -0.6% | -2.3% |
| 1Y | +12.5% | +22.6% | -10.1% | -10.4% |
| 3Y | +80.4% | +74.7% | +5.7% | -1.4% |
| 5Y | +163.1% | +66.1% | +97.0% | +52.6% |
| 10Y | +51.8% | +225.0% | -173.2% | -53.5% |
| All | +353.5% | +374.2% | -20.7% | -11.2% |
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 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