+19.8%
SKYU vs VT
+84.8%
-65.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | 0.0% |
| 7D | -1.8% | -0.1% | -1.6% | -1.2% |
| 30D | -4.5% | -0.7% | -3.8% | -2.2% |
| 3M | +30.3% | +4.0% | +26.3% | +16.2% |
| 6M | +78.4% | +12.3% | +66.1% | +26.6% |
| YTD | +32.6% | +14.0% | +18.5% | -9.6% |
| 1Y | +24.1% | +20.3% | +3.8% | -27.1% |
| 3Y | +156.9% | +75.4% | +81.5% | -45.1% |
| 5Y | -1.5% | +66.0% | -67.4% | -70.4% |
| All | +19.8% | +84.8% | -65.1% | -71.7% |
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 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