+20.6%
PK price history and return analytics
+208.6%
-188.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.1% |
| 7D | +4.5% | +2.9% | +1.6% | 0.0% |
| 30D | +4.2% | -2.5% | +6.7% | +8.7% |
| 3M | +11.2% | -3.3% | +14.5% | +17.2% |
| 6M | +53.2% | +1.5% | +51.7% | +48.4% |
| YTD | +64.5% | +11.4% | +53.2% | +36.9% |
| 1Y | +64.4% | +11.9% | +52.4% | +35.7% |
| 3Y | +74.7% | +73.9% | +0.9% | -28.8% |
| 5Y | +25.5% | +57.9% | -32.4% | -38.0% |
| All | +20.6% | +208.6% | -188.0% | -75.0% |
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