-97.2%
KAPA vs VT
+39.4%
-136.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.1% | +6.5% | +6.7% |
| 7D | +4.1% | -0.7% | +4.8% | +4.8% |
| 30D | -38.7% | -1.7% | -37.0% | -37.7% |
| 3M | -79.9% | -2.3% | -77.6% | -79.5% |
| 6M | -86.3% | +1.5% | -87.8% | -86.3% |
| YTD | -89.7% | +12.0% | -101.8% | -90.2% |
| 1Y | -91.7% | +12.9% | -104.6% | -92.1% |
| All | -97.2% | +39.4% | -136.6% | -97.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling