+22.2%
VKI price history and return analytics
+229.8%
-207.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | -1.5% | -1.1% | -0.4% | -1.2% |
| 30D | -4.0% | -1.0% | -3.0% | -3.7% |
| 3M | -6.6% | +3.2% | -9.7% | -7.4% |
| 6M | -5.2% | +12.5% | -17.7% | -8.4% |
| YTD | -1.7% | +14.1% | -15.7% | -5.4% |
| 1Y | +5.6% | +18.9% | -13.3% | +0.4% |
| 3Y | +32.0% | +74.1% | -42.1% | +12.2% |
| 5Y | -8.9% | +66.9% | -75.8% | -22.1% |
| All | +22.2% | +229.8% | -207.6% | -17.0% |
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 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