+6.3%
TKC vs VT
+75.0%
-68.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -6.6% |
| 3M | -13.9% | +2.4% | -16.2% | -15.1% |
| 6M | -21.2% | +12.0% | -33.2% | -26.3% |
| YTD | -6.8% | +15.3% | -22.1% | -14.3% |
| 1Y | -8.6% | +22.6% | -31.2% | -19.1% |
| All | +6.3% | +75.0% | -68.6% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling