+38.7%
KAI vs VT
+60.6%
-21.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.4% | +7.0% |
| 7D | +16.1% | -0.3% | +16.4% | +16.7% |
| 30D | +15.7% | -1.4% | +17.1% | +17.8% |
| 3M | -7.7% | -1.4% | -6.3% | -6.2% |
| 6M | +8.0% | +5.5% | +2.6% | +1.2% |
| YTD | +8.8% | +12.8% | -4.0% | -6.2% |
| 1Y | +13.4% | +15.4% | -2.1% | -5.0% |
| 3Y | +27.9% | +76.9% | -48.9% | -32.8% |
| 5Y | +38.7% | +60.4% | -21.7% | -21.7% |
| All | +38.7% | +60.6% | -21.9% | -21.7% |
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 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