+388.8%
TK vs VT
+53.4%
+335.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.2% |
| 7D | -14.9% | -2.3% | -12.6% | -13.6% |
| 30D | -14.1% | -5.0% | -9.2% | -11.5% |
| 3M | +12.2% | -4.9% | +17.1% | +15.6% |
| 6M | +0.4% | -1.5% | +1.9% | +0.9% |
| YTD | +51.4% | +8.5% | +43.0% | +43.1% |
| 1Y | +40.3% | +11.4% | +28.9% | +30.2% |
| 3Y | +143.4% | +70.1% | +73.3% | +70.7% |
| All | +388.8% | +53.4% | +335.4% | +278.1% |
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