+53.1%
SKT price history and return analytics
+229.8%
-176.7%
-86.7%
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% | -1.3% |
| 7D | -2.6% | -1.1% | -1.5% | -1.3% |
| 30D | -5.5% | -1.0% | -4.5% | -4.5% |
| 3M | -7.9% | +3.2% | -11.1% | -11.6% |
| 6M | +4.1% | +12.5% | -8.4% | -10.2% |
| YTD | +11.8% | +14.1% | -2.3% | -5.5% |
| 1Y | +9.0% | +18.9% | -9.9% | -12.6% |
| 3Y | +74.7% | +74.1% | +0.6% | -12.4% |
| 5Y | +169.3% | +66.9% | +102.5% | +43.1% |
| All | +53.1% | +229.8% | -176.7% | -60.3% |
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