-1.3%
TKO vs VT
+18.7%
-20.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | +0.1% | -2.0% | +2.1% | +1.1% |
| 30D | -2.6% | -1.4% | -1.2% | -1.9% |
| 3M | -7.8% | +4.7% | -12.5% | -10.3% |
| 6M | -7.0% | +11.4% | -18.4% | -14.1% |
| YTD | -8.5% | +13.1% | -21.6% | -16.3% |
| 1Y | -1.3% | +19.0% | -20.3% | -15.1% |
| All | -1.3% | +18.7% | -20.0% | -15.1% |
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