+54.9%
KBE vs VT
+66.2%
-11.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.3% | +0.4% | +0.8% | +0.8% |
| 30D | -2.3% | +1.0% | -3.3% | -3.4% |
| 3M | +9.0% | +2.4% | +6.6% | +5.7% |
| 6M | +13.4% | +12.0% | +1.4% | -1.0% |
| YTD | +15.5% | +15.3% | +0.2% | -2.6% |
| 1Y | +15.2% | +22.6% | -7.4% | -9.6% |
| 3Y | +88.8% | +74.7% | +14.1% | -1.3% |
| All | +54.9% | +66.2% | -11.2% | -13.1% |
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