+32.5%
VKQ vs VT
+76.6%
-44.1%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -0.2% | +1.0% | -1.2% | -0.5% |
| 30D | -3.0% | -0.2% | -2.8% | -2.9% |
| 3M | +0.5% | +4.5% | -4.1% | -0.7% |
| 6M | +1.5% | +14.1% | -12.6% | -2.0% |
| YTD | +4.6% | +14.8% | -10.1% | +0.8% |
| 1Y | +10.4% | +21.2% | -10.8% | +4.8% |
| 3Y | +32.5% | +76.6% | -44.0% | +6.5% |
| All | +32.5% | +76.6% | -44.1% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling