-3.6%
TKC vs VT
+224.5%
-228.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -5.6% | +0.4% | -6.0% | -5.8% |
| 30D | -6.1% | +1.0% | -7.1% | -6.7% |
| 3M | -13.9% | +2.4% | -16.2% | -15.2% |
| 6M | -21.2% | +12.0% | -33.2% | -26.9% |
| YTD | -6.8% | +15.3% | -22.1% | -15.3% |
| 1Y | -8.6% | +22.6% | -31.2% | -20.5% |
| 3Y | +8.8% | +74.7% | -65.9% | -26.4% |
| 5Y | +23.3% | +66.1% | -42.8% | -13.9% |
| All | -3.6% | +224.5% | -228.0% | -60.9% |
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