+20.3%
PK price history and return analytics
+65.7%
-45.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +2.0% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | +5.3% | -0.7% | +6.0% | +6.2% |
| 3M | +9.9% | +4.0% | +5.9% | +3.2% |
| 6M | +48.7% | +12.3% | +36.4% | +24.0% |
| YTD | +52.2% | +14.0% | +38.2% | +23.8% |
| 1Y | +42.3% | +20.3% | +22.0% | +6.4% |
| 3Y | +67.0% | +75.4% | -8.4% | -29.7% |
| 5Y | +20.3% | +66.0% | -45.7% | -41.4% |
| All | +20.3% | +65.7% | -45.4% | -41.4% |
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