-14.9%
KBH vs VT
+10.5%
-25.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.8% |
| 7D | +5.8% | -2.3% | +8.1% | +8.0% |
| 30D | +15.3% | -5.0% | +20.2% | +20.5% |
| 3M | -11.0% | -4.9% | -6.1% | -6.9% |
| 6M | +3.0% | -1.5% | +4.6% | +4.1% |
| YTD | -8.9% | +8.5% | -17.4% | -17.1% |
| 1Y | -14.9% | +11.4% | -26.3% | -24.8% |
| All | -14.9% | +10.5% | -25.4% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling