+140.5%
KBE vs VT
+215.5%
-75.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | +0.3% | -2.3% | +2.6% | +3.1% |
| 30D | +4.8% | -5.0% | +9.8% | +11.1% |
| 3M | -5.5% | -4.9% | -0.6% | 0.0% |
| 6M | +3.0% | -1.5% | +4.5% | +3.9% |
| YTD | +10.4% | +8.5% | +2.0% | -1.6% |
| 1Y | +19.0% | +11.4% | +7.6% | +2.6% |
| 3Y | +87.8% | +70.1% | +17.8% | -4.5% |
| 5Y | +31.5% | +53.7% | -22.3% | -23.3% |
| All | +140.5% | +215.5% | -75.1% | -37.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling