-10.6%
VKTX vs VOO
+13.4%
-24.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.5% |
| 7D | -8.3% | -0.8% | -7.5% | -7.4% |
| 30D | -6.0% | -1.1% | -4.9% | -4.8% |
| 3M | +11.8% | +3.9% | +7.9% | +5.7% |
| 6M | -10.6% | +13.6% | -24.2% | -26.8% |
| All | -10.6% | +13.4% | -24.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 6mo: compounded portfolio wealth divided by compounded VOO 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…
6mo analysis · Full analysis span regression · 6 months rolling