+278.8%
TKO vs VT
+57.4%
+221.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +2.8% |
| 7D | +7.8% | +0.4% | +7.5% | +7.6% |
| 30D | +12.2% | -2.6% | +14.8% | +14.1% |
| 3M | +7.5% | -3.2% | +10.7% | +9.7% |
| 6M | +7.7% | +0.9% | +6.8% | +6.5% |
| YTD | -3.3% | +11.3% | -14.6% | -10.9% |
| 1Y | +11.1% | +14.0% | -2.9% | +0.7% |
| 3Y | +141.0% | +75.8% | +65.2% | +63.6% |
| 5Y | +278.8% | +57.8% | +221.0% | +189.4% |
| All | +278.8% | +57.4% | +221.4% | +189.4% |
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 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