+665.0%
TKR vs VT
+374.2%
+290.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +1.9% | +0.4% | +1.5% | +1.3% |
| 30D | -6.0% | +1.0% | -6.9% | -7.2% |
| 3M | -7.6% | +2.4% | -10.0% | -10.5% |
| 6M | +17.3% | +12.0% | +5.3% | +1.3% |
| YTD | +47.7% | +15.3% | +32.4% | +22.6% |
| 1Y | +61.2% | +22.6% | +38.7% | +23.6% |
| 3Y | +64.8% | +74.7% | -9.9% | -20.6% |
| 5Y | +85.5% | +66.1% | +19.4% | -3.6% |
| 10Y | +341.3% | +225.0% | +116.3% | -0.1% |
| All | +665.0% | +374.2% | +290.8% | +18.0% |
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