+286.7%
KBH vs VT
+224.5%
+62.3%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -4.8% | +0.4% | -5.2% | -5.3% |
| 30D | -11.0% | +1.0% | -12.0% | -12.1% |
| 3M | +0.8% | +2.4% | -1.6% | -2.7% |
| 6M | -11.7% | +12.0% | -23.7% | -24.7% |
| YTD | -6.1% | +15.3% | -21.5% | -23.4% |
| 1Y | -19.4% | +22.6% | -42.0% | -39.8% |
| 3Y | +5.8% | +74.7% | -68.9% | -52.8% |
| 5Y | +31.0% | +66.1% | -35.1% | -36.0% |
| All | +286.7% | +224.5% | +62.3% | -28.1% |
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