-14.5%
TKC vs VT
+12.5%
-27.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.5% |
| 7D | +4.1% | -0.1% | +4.2% | +4.1% |
| 30D | -3.2% | -3.1% | -0.1% | -0.9% |
| 3M | -11.6% | -3.5% | -8.1% | -9.3% |
| 6M | -26.8% | +0.5% | -27.3% | -26.9% |
| YTD | -11.2% | +10.8% | -21.9% | -15.1% |
| 1Y | -14.5% | +11.9% | -26.4% | -18.3% |
| All | -14.5% | +12.5% | -27.0% | -18.3% |
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