+699.9%
KBWP vs VT
+368.1%
+331.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.8% |
| 7D | +6.6% | -0.3% | +6.9% | +6.7% |
| 30D | +15.6% | -1.4% | +17.0% | +16.4% |
| 3M | +6.7% | -1.4% | +8.1% | +7.4% |
| 6M | +21.9% | +5.5% | +16.5% | +17.3% |
| YTD | +14.5% | +12.8% | +1.7% | +5.3% |
| 1Y | +23.2% | +15.4% | +7.7% | +11.7% |
| 3Y | +70.6% | +76.9% | -6.3% | +17.9% |
| 5Y | +100.3% | +60.4% | +39.9% | +45.8% |
| 10Y | +257.2% | +232.8% | +24.4% | +81.9% |
| All | +699.9% | +368.1% | +331.9% | +301.4% |
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