+101.2%
TKO vs VT
+74.2%
+27.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.7% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +0.9% | -0.7% | +1.5% | +1.4% |
| 3M | -6.2% | +4.0% | -10.2% | -9.2% |
| 6M | -5.6% | +12.3% | -17.9% | -14.4% |
| YTD | -7.8% | +14.0% | -21.9% | -17.6% |
| 1Y | -1.2% | +20.3% | -21.5% | -15.7% |
| All | +101.2% | +74.2% | +27.0% | +33.3% |
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 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