+627.5%
SKE price history and return analytics
+229.8%
+397.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.8% |
| 7D | -4.1% | -1.1% | -3.0% | -3.2% |
| 30D | -4.5% | -1.0% | -3.5% | -3.6% |
| 3M | +21.7% | +3.2% | +18.6% | +19.5% |
| 6M | -4.8% | +12.5% | -17.3% | -11.8% |
| YTD | +33.7% | +14.1% | +19.6% | +23.2% |
| 1Y | +81.7% | +18.9% | +62.8% | +62.9% |
| 3Y | +574.9% | +74.1% | +500.8% | +363.5% |
| 5Y | +181.0% | +66.9% | +114.1% | +94.7% |
| All | +627.5% | +229.8% | +397.7% | +323.4% |
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 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