+47.0%
TK vs VT
+11.9%
+35.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.4% |
| 7D | +7.8% | +2.4% | +5.5% | +6.9% |
| 30D | -6.0% | -1.5% | -4.5% | -5.4% |
| 3M | +12.9% | -4.1% | +17.0% | +14.6% |
| 6M | +12.0% | +0.6% | +11.4% | +11.5% |
| YTD | +63.3% | +11.0% | +52.3% | +57.1% |
| 1Y | +47.0% | +13.3% | +33.7% | +42.0% |
| All | +47.0% | +11.9% | +35.1% | +42.0% |
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 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