+11.6%
PK price history and return analytics
+216.1%
-204.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.7% |
| 7D | +0.1% | -1.1% | +1.2% | +1.8% |
| 30D | +2.9% | -1.0% | +3.9% | +4.3% |
| 3M | +8.3% | +3.2% | +5.1% | +2.4% |
| 6M | +47.0% | +12.5% | +34.6% | +20.7% |
| YTD | +52.2% | +14.1% | +38.2% | +21.9% |
| 1Y | +38.9% | +18.9% | +19.9% | +3.8% |
| 3Y | +65.5% | +74.1% | -8.6% | -32.4% |
| 5Y | +23.2% | +66.9% | -43.7% | -44.4% |
| All | +11.6% | +216.1% | -204.5% | -77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling