+243.9%
KB vs VT
+66.2%
+177.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +3.6% | +0.4% | +3.2% | +3.2% |
| 30D | +6.6% | +1.0% | +5.7% | +5.6% |
| 3M | +19.7% | +2.4% | +17.3% | +17.0% |
| 6M | +21.5% | +12.0% | +9.5% | +8.3% |
| YTD | +49.6% | +15.3% | +34.2% | +29.7% |
| 1Y | +64.5% | +22.6% | +41.9% | +34.4% |
| 3Y | +247.3% | +74.7% | +172.6% | +100.9% |
| All | +243.9% | +66.2% | +177.7% | +107.9% |
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 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