+391.7%
VKTX vs VT
+65.7%
+326.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.0% |
| 7D | -2.4% | -0.1% | -2.3% | -2.2% |
| 30D | -5.1% | -0.7% | -4.4% | -4.2% |
| 3M | +11.9% | +4.0% | +7.9% | +5.8% |
| 6M | -2.7% | +12.3% | -15.0% | -17.3% |
| YTD | -7.0% | +14.0% | -21.1% | -22.9% |
| 1Y | +29.4% | +20.3% | +9.1% | +0.2% |
| 3Y | +105.8% | +75.4% | +30.4% | +4.4% |
| 5Y | +391.7% | +66.0% | +325.8% | +179.2% |
| All | +391.7% | +65.7% | +326.0% | +179.2% |
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