+20.2%
SKYU vs VT
+84.9%
-64.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.5% | -0.2% |
| 7D | -3.8% | -1.1% | -2.7% | -0.6% |
| 30D | -5.9% | -1.0% | -5.0% | -2.8% |
| 3M | +35.7% | +3.2% | +32.6% | +24.3% |
| 6M | +80.3% | +12.5% | +67.8% | +27.4% |
| YTD | +33.1% | +14.1% | +19.0% | -9.3% |
| 1Y | +19.3% | +18.9% | +0.4% | -27.4% |
| 3Y | +153.5% | +74.1% | +79.4% | -44.5% |
| 5Y | +0.9% | +66.9% | -66.0% | -70.0% |
| All | +20.2% | +84.9% | -64.7% | -71.6% |
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