+31.5%
KBH vs VT
+66.2%
-34.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.0% |
| 3M | +0.8% | +2.4% | -1.6% | -2.2% |
| 6M | -11.7% | +12.0% | -23.7% | -23.2% |
| YTD | -6.1% | +15.3% | -21.5% | -21.5% |
| 1Y | -19.4% | +22.6% | -42.0% | -37.7% |
| 3Y | +5.8% | +74.7% | -68.9% | -48.9% |
| All | +31.5% | +66.2% | -34.7% | -32.2% |
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