+641.7%
TKR price history and return analytics
+368.9%
+272.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | -0.1% |
| 7D | -3.1% | -1.1% | -1.9% | -1.6% |
| 30D | -8.1% | -1.0% | -7.1% | -6.8% |
| 3M | -12.9% | +3.2% | -16.0% | -16.4% |
| 6M | +16.2% | +12.5% | +3.8% | -0.2% |
| YTD | +43.2% | +14.1% | +29.2% | +20.7% |
| 1Y | +52.9% | +18.9% | +34.0% | +22.1% |
| 3Y | +73.5% | +74.1% | -0.6% | -16.0% |
| 5Y | +84.3% | +66.9% | +17.4% | -4.8% |
| 10Y | +343.5% | +228.3% | +115.2% | -0.8% |
| All | +641.7% | +368.9% | +272.7% | +16.1% |
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