+301.6%
VKTX price history and return analytics
+214.9%
+86.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -0.8% |
| 7D | -5.4% | -2.0% | -3.4% | -3.2% |
| 30D | -4.9% | -1.4% | -3.5% | -3.3% |
| 3M | +15.8% | +4.7% | +11.1% | +9.4% |
| 6M | -7.3% | +11.4% | -18.7% | -18.3% |
| YTD | -8.7% | +13.1% | -21.7% | -21.1% |
| 1Y | +24.2% | +19.0% | +5.2% | +1.6% |
| 3Y | +102.2% | +73.9% | +28.3% | +13.6% |
| 5Y | +386.8% | +65.4% | +321.4% | +189.6% |
| 10Y | +2,280.0% | +225.4% | +2,054.6% | +836.1% |
| All | +301.6% | +214.9% | +86.7% | +64.7% |
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