+36.6%
VKI vs VT
+221.8%
-185.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -1.2% | +2.4% | -3.5% | -1.8% |
| 30D | +9.9% | -1.5% | +11.4% | +10.3% |
| 3M | -4.8% | -4.1% | -0.7% | -3.7% |
| 6M | -2.0% | +0.6% | -2.6% | -2.2% |
| YTD | -1.1% | +11.0% | -12.2% | -4.1% |
| 1Y | +1.2% | +13.3% | -12.1% | -2.4% |
| 3Y | +35.2% | +73.4% | -38.2% | +15.3% |
| 5Y | -5.0% | +57.4% | -62.4% | -17.3% |
| All | +36.6% | +221.8% | -185.2% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling