+12.2%
VKI vs SPY
+20.8%
-8.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -2.7% | +0.1% | -2.8% | -2.8% |
| 3M | 0.0% | +2.0% | -2.0% | -0.7% |
| 6M | -3.6% | +13.0% | -16.6% | -9.6% |
| YTD | -0.2% | +13.5% | -13.7% | -6.4% |
| 1Y | +12.2% | +20.0% | -7.8% | +4.0% |
| All | +12.2% | +20.8% | -8.6% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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