+14.1%
KAUG vs VT
+37.2%
-23.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | -0.4% |
| 7D | -2.7% | -4.2% | +1.5% | -0.3% |
| 30D | -2.0% | -5.8% | +3.8% | +1.4% |
| 3M | -4.4% | -5.2% | +0.8% | -1.5% |
| 6M | -0.8% | +0.1% | -1.0% | -1.3% |
| YTD | +5.2% | +8.2% | -3.1% | -0.7% |
| 1Y | +6.9% | +10.1% | -3.2% | -0.2% |
| All | +14.1% | +37.2% | -23.1% | -10.0% |
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