-92.7%
KAPA vs VT
+12.5%
-105.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.7% | -5.5% |
| 7D | -6.1% | -0.1% | -6.0% | -5.9% |
| 30D | -41.5% | -3.1% | -38.4% | -38.7% |
| 3M | -80.7% | -3.5% | -77.2% | -79.5% |
| 6M | -87.9% | +0.5% | -88.4% | -87.8% |
| YTD | -90.5% | +10.8% | -101.2% | -91.8% |
| 1Y | -92.7% | +11.9% | -104.6% | -93.9% |
| All | -92.7% | +12.5% | -105.2% | -93.9% |
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 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