+215.0%
KALU vs VT
+346.0%
-131.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +2.9% |
| 7D | -8.1% | -2.3% | -5.8% | -5.3% |
| 30D | -29.3% | -5.0% | -24.4% | -24.0% |
| 3M | -37.1% | -4.9% | -32.2% | -32.3% |
| 6M | -40.1% | -1.5% | -38.6% | -38.0% |
| YTD | -5.0% | +8.5% | -13.4% | -12.5% |
| 1Y | +19.0% | +11.4% | +7.6% | +5.9% |
| 3Y | +98.5% | +70.1% | +28.4% | +5.6% |
| 5Y | +19.3% | +53.7% | -34.4% | -25.9% |
| 10Y | +101.5% | +220.0% | -118.4% | -45.1% |
| All | +215.0% | +346.0% | -131.0% | -43.9% |
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