-39.4%
TK price history and return analytics
+357.6%
-397.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -1.9% |
| 7D | -8.7% | +0.4% | -9.1% | -9.2% |
| 30D | -15.9% | -2.6% | -13.3% | -13.1% |
| 3M | +13.4% | -3.2% | +16.7% | +18.0% |
| 6M | -1.5% | +0.9% | -2.4% | -4.1% |
| YTD | +53.7% | +11.3% | +42.4% | +31.0% |
| 1Y | +42.7% | +14.0% | +28.7% | +17.4% |
| 3Y | +157.6% | +75.8% | +81.7% | +14.5% |
| 5Y | +384.2% | +57.8% | +326.4% | +139.7% |
| 10Y | +199.4% | +219.8% | -20.4% | -41.9% |
| All | -39.4% | +357.6% | -397.0% | -90.7% |
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