+246.2%
KBWP vs VT
+215.5%
+30.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | +0.8% | -2.3% | +3.1% | +2.5% |
| 30D | +12.4% | -5.0% | +17.4% | +16.4% |
| 3M | +2.4% | -4.9% | +7.3% | +5.9% |
| 6M | +19.3% | -1.5% | +20.8% | +19.3% |
| YTD | +11.4% | +8.5% | +2.9% | +2.7% |
| 1Y | +19.9% | +11.4% | +8.5% | +8.1% |
| 3Y | +65.9% | +70.1% | -4.1% | +3.9% |
| 5Y | +93.0% | +53.7% | +39.2% | +30.7% |
| All | +246.2% | +215.5% | +30.7% | +34.5% |
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