+32.6%
SKY vs VT
+65.7%
-33.1%
-47.9%
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% | -0.5% |
| 7D | -3.2% | -0.1% | -3.1% | -3.0% |
| 30D | -10.4% | -0.7% | -9.7% | -9.4% |
| 3M | +7.3% | +4.0% | +3.3% | +0.8% |
| 6M | +4.3% | +12.3% | -7.9% | -13.0% |
| YTD | -1.4% | +14.0% | -15.4% | -20.0% |
| 1Y | +11.8% | +20.3% | -8.5% | -16.9% |
| 3Y | +19.7% | +75.4% | -55.8% | -53.3% |
| 5Y | +32.6% | +66.0% | -33.4% | -39.0% |
| All | +32.6% | +65.7% | -33.1% | -39.0% |
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