+98.5%
KALU vs VT
+69.7%
+28.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +2.8% |
| 7D | -8.1% | -2.3% | -5.8% | -4.5% |
| 30D | -29.3% | -5.0% | -24.4% | -22.3% |
| 3M | -37.1% | -4.9% | -32.2% | -30.8% |
| 6M | -40.1% | -1.5% | -38.6% | -37.5% |
| YTD | -5.0% | +8.5% | -13.4% | -14.8% |
| 1Y | +19.0% | +11.4% | +7.6% | +2.2% |
| 3Y | +98.5% | +70.1% | +28.4% | -33.2% |
| All | +98.5% | +69.7% | +28.8% | -33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling