+244.3%
KBE vs VT
+374.2%
-129.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | -2.3% | +1.0% | -3.3% | -3.5% |
| 3M | +9.0% | +2.4% | +6.6% | +5.2% |
| 6M | +13.4% | +12.0% | +1.4% | -2.6% |
| YTD | +15.5% | +15.3% | +0.2% | -4.4% |
| 1Y | +15.2% | +22.6% | -7.4% | -11.8% |
| 3Y | +88.8% | +74.7% | +14.1% | -7.2% |
| 5Y | +54.2% | +66.1% | -11.9% | -18.9% |
| 10Y | +159.0% | +225.0% | -66.0% | -40.1% |
| All | +244.3% | +374.2% | -129.9% | -28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling