+181.3%
KB vs VT
+57.9%
+123.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -1.4% | -1.6% | +0.2% | +0.4% |
| 30D | -10.5% | -2.5% | -8.0% | -7.9% |
| 3M | -7.6% | -1.3% | -6.3% | -6.2% |
| 6M | +0.7% | +3.1% | -2.4% | -2.1% |
| YTD | +28.9% | +10.9% | +18.0% | +16.7% |
| 1Y | +34.9% | +12.1% | +22.8% | +20.8% |
| 3Y | +196.7% | +73.9% | +122.8% | +73.0% |
| All | +181.3% | +57.9% | +123.4% | +86.8% |
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