+5.7%
KBDC vs VT
+44.4%
-38.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +0.5% | -1.6% | +2.1% | +1.2% |
| 30D | +1.8% | -2.5% | +4.3% | +3.0% |
| 3M | -2.7% | -1.3% | -1.4% | -2.1% |
| 6M | -9.2% | +3.1% | -12.3% | -10.8% |
| YTD | -1.5% | +10.9% | -12.4% | -6.9% |
| 1Y | +1.2% | +12.1% | -10.8% | -4.8% |
| All | +5.7% | +44.4% | -38.7% | -13.7% |
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