-90.3%
SKYQ vs VT
+37.4%
-127.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -0.9% | +20.3% | +19.1% |
| 7D | +18.1% | -2.0% | +20.1% | +17.2% |
| 30D | -9.4% | -1.4% | -8.0% | -9.8% |
| 3M | +67.0% | +4.7% | +62.3% | +67.8% |
| 6M | +13.9% | +11.4% | +2.6% | +8.3% |
| YTD | +78.0% | +13.1% | +65.0% | +70.3% |
| 1Y | -28.7% | +19.0% | -47.7% | -32.2% |
| All | -90.3% | +37.4% | -127.7% | -90.7% |
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 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