-99.5%
KALA vs VT
+13.0%
-112.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.6% | +10.9% | +6.0% |
| 7D | +6.0% | +0.4% | +5.6% | +6.1% |
| 30D | -39.8% | -2.6% | -37.2% | -33.7% |
| 3M | -76.3% | -3.2% | -73.1% | -73.2% |
| 6M | -95.5% | +0.9% | -96.5% | -95.4% |
| YTD | -99.4% | +11.3% | -110.7% | -99.5% |
| All | -99.5% | +13.0% | -112.5% | -99.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling