+273.6%
KBH vs VT
+363.9%
-90.3%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.7% | +6.9% | +6.3% |
| 7D | +15.1% | -0.3% | +15.4% | +15.6% |
| 30D | +17.9% | -1.4% | +19.4% | +20.1% |
| 3M | -8.1% | -1.4% | -6.7% | -6.4% |
| 6M | +11.5% | +5.5% | +6.0% | +3.4% |
| YTD | -4.6% | +12.8% | -17.4% | -19.5% |
| 1Y | -11.2% | +15.4% | -26.7% | -27.5% |
| 3Y | +8.8% | +76.9% | -68.0% | -50.9% |
| 5Y | +38.7% | +60.4% | -21.7% | -27.0% |
| 10Y | +315.1% | +232.8% | +82.3% | -14.5% |
| All | +273.6% | +363.9% | -90.3% | -19.4% |
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