+290.5%
KBH vs VT
+215.5%
+75.0%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.9% |
| 7D | +5.8% | -2.3% | +8.1% | +9.2% |
| 30D | +15.3% | -5.0% | +20.2% | +23.2% |
| 3M | -11.0% | -4.9% | -6.1% | -4.8% |
| 6M | +3.0% | -1.5% | +4.6% | +4.7% |
| YTD | -8.9% | +8.5% | -17.4% | -19.4% |
| 1Y | -14.9% | +11.4% | -26.3% | -27.6% |
| 3Y | +4.9% | +70.1% | -65.1% | -52.0% |
| 5Y | +29.6% | +53.7% | -24.2% | -29.7% |
| All | +290.5% | +215.5% | +75.0% | -31.1% |
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 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