-97.3%
KAPA vs VT
+35.0%
-132.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.0% | +7.1% |
| 7D | -7.9% | -2.3% | -5.6% | -6.2% |
| 30D | -43.9% | -5.0% | -39.0% | -41.7% |
| 3M | -82.1% | -4.9% | -77.2% | -81.4% |
| 6M | -87.4% | -1.5% | -85.9% | -87.2% |
| YTD | -90.2% | +8.5% | -98.7% | -90.4% |
| 1Y | -92.0% | +11.4% | -103.4% | -92.2% |
| All | -97.3% | +35.0% | -132.3% | -97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling