+460.4%
TK price history and return analytics
+65.7%
+394.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.5% | +4.2% |
| 7D | +3.5% | -0.1% | +3.7% | +3.6% |
| 30D | +23.7% | -0.7% | +24.4% | +24.2% |
| 3M | +17.1% | +4.0% | +13.1% | +14.0% |
| 6M | +19.1% | +12.3% | +6.8% | +10.0% |
| YTD | +65.6% | +14.0% | +51.5% | +51.4% |
| 1Y | +74.3% | +20.3% | +53.9% | +53.7% |
| 3Y | +221.1% | +75.4% | +145.7% | +117.8% |
| 5Y | +460.4% | +66.0% | +394.4% | +312.9% |
| All | +460.4% | +65.7% | +394.7% | +312.9% |
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