-69.2%
TKNO vs VT
+66.2%
-135.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.2% |
| 7D | -2.8% | +1.0% | -3.8% | -4.3% |
| 30D | +6.5% | -0.2% | +6.7% | +7.0% |
| 3M | +48.0% | +4.5% | +43.4% | +37.8% |
| 6M | +226.1% | +14.1% | +212.0% | +167.9% |
| YTD | +81.1% | +14.8% | +66.3% | +47.1% |
| 1Y | +58.2% | +21.2% | +37.0% | +18.6% |
| 3Y | +307.1% | +76.6% | +230.5% | +76.9% |
| 5Y | -69.2% | +66.6% | -135.8% | -84.8% |
| All | -69.2% | +66.2% | -135.4% | -84.8% |
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