-91.8%
KAPA vs VT
+11.9%
-103.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.2% |
| 7D | -7.0% | +2.4% | -9.3% | -9.7% |
| 30D | -38.9% | -1.5% | -37.4% | -37.4% |
| 3M | -82.0% | -4.1% | -77.9% | -80.8% |
| 6M | -86.0% | +0.6% | -86.6% | -85.9% |
| YTD | -90.9% | +11.0% | -101.9% | -92.1% |
| 1Y | -91.8% | +13.3% | -105.1% | -93.5% |
| All | -91.8% | +11.9% | -103.7% | -93.5% |
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 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