+627.8%
SKY vs VT
+229.8%
+398.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.4% |
| 7D | -5.2% | -1.1% | -4.1% | -3.6% |
| 30D | -11.4% | -1.0% | -10.4% | -10.0% |
| 3M | +3.4% | +3.2% | +0.2% | -1.6% |
| 6M | +5.9% | +12.5% | -6.6% | -11.3% |
| YTD | -1.6% | +14.1% | -15.6% | -19.5% |
| 1Y | +9.1% | +18.9% | -9.8% | -16.4% |
| 3Y | +18.5% | +74.1% | -55.6% | -49.6% |
| 5Y | +31.3% | +66.9% | -35.6% | -37.5% |
| All | +627.8% | +229.8% | +398.0% | +51.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling