+53.7%
TK vs VT
+15.2%
+38.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.7% | -6.6% | -5.3% |
| 7D | -8.1% | -0.3% | -7.8% | -8.0% |
| 30D | -10.2% | -1.4% | -8.7% | -9.7% |
| 3M | +19.7% | -1.4% | +21.1% | +20.2% |
| 6M | +8.6% | +5.5% | +3.1% | +5.4% |
| YTD | +60.9% | +12.8% | +48.1% | +53.5% |
| 1Y | +53.7% | +15.4% | +38.3% | +46.7% |
| All | +53.7% | +15.2% | +38.5% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling