+209.3%
TK price history and return analytics
+76.6%
+132.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.0% |
| 7D | +2.5% | +1.0% | +1.5% | +1.9% |
| 30D | +17.7% | -0.2% | +17.9% | +17.8% |
| 3M | +15.0% | +4.5% | +10.5% | +12.2% |
| 6M | +17.9% | +14.1% | +3.9% | +9.0% |
| YTD | +59.5% | +14.8% | +44.7% | +47.0% |
| 1Y | +67.2% | +21.2% | +46.0% | +49.3% |
| 3Y | +209.3% | +76.6% | +132.7% | +130.0% |
| All | +209.3% | +76.6% | +132.7% | +130.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling