+587.7%
KBWB vs VT
+417.9%
+169.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.4% | +0.4% | +1.0% | +0.9% |
| 30D | -1.0% | +1.0% | -2.0% | -2.2% |
| 3M | +8.6% | +2.4% | +6.3% | +5.2% |
| 6M | +19.8% | +12.0% | +7.8% | +3.6% |
| YTD | +17.2% | +15.3% | +1.9% | -2.2% |
| 1Y | +28.3% | +22.6% | +5.7% | -0.7% |
| 3Y | +149.6% | +74.7% | +74.9% | +25.5% |
| 5Y | +72.1% | +66.1% | +6.0% | -7.2% |
| 10Y | +237.3% | +225.0% | +12.2% | -15.3% |
| All | +587.7% | +417.9% | +169.7% | +7.1% |
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 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