-5.3%
VKI vs VT
+57.0%
-62.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -1.2% | +2.4% | -3.5% | -1.9% |
| 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% | -4.2% |
| 1Y | +1.2% | +13.3% | -12.1% | -2.5% |
| 3Y | +35.2% | +73.4% | -38.2% | +14.8% |
| All | -5.3% | +57.0% | -62.3% | -18.4% |
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