+335.9%
VKTX vs VT
+221.3%
+114.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +8.4% | +0.4% | +8.0% | +7.8% |
| 30D | +4.1% | +1.0% | +3.1% | +2.9% |
| 3M | +17.1% | +2.4% | +14.7% | +13.8% |
| 6M | +8.5% | +12.0% | -3.5% | -5.1% |
| YTD | -0.9% | +15.3% | -16.2% | -16.3% |
| 1Y | +31.4% | +22.6% | +8.9% | +3.8% |
| 3Y | +140.3% | +74.7% | +65.6% | +34.0% |
| 5Y | +412.8% | +66.1% | +346.7% | +202.7% |
| 10Y | +2,483.0% | +225.0% | +2,258.0% | +892.6% |
| All | +335.9% | +221.3% | +114.6% | +74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling