-32.1%
TKC vs VT
+374.2%
-406.3%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -5.6% | +0.4% | -6.0% | -5.9% |
| 30D | -6.1% | +1.0% | -7.1% | -6.9% |
| 3M | -13.9% | +2.4% | -16.2% | -15.7% |
| 6M | -21.2% | +12.0% | -33.2% | -28.7% |
| YTD | -6.8% | +15.3% | -22.1% | -17.9% |
| 1Y | -8.6% | +22.6% | -31.2% | -24.0% |
| 3Y | +8.8% | +74.7% | -65.9% | -35.0% |
| 5Y | +23.3% | +66.1% | -42.8% | -24.5% |
| 10Y | -3.6% | +225.0% | -228.6% | -70.2% |
| All | -32.1% | +374.2% | -406.3% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling