+696.3%
KBWP vs VT
+349.0%
+347.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +1.9% |
| 7D | +4.1% | -4.2% | +8.2% | +6.6% |
| 30D | +14.6% | -5.8% | +20.4% | +18.5% |
| 3M | +5.3% | -5.2% | +10.5% | +8.3% |
| 6M | +21.2% | +0.1% | +21.1% | +20.1% |
| YTD | +14.0% | +8.2% | +5.7% | +7.3% |
| 1Y | +22.5% | +10.1% | +12.3% | +14.0% |
| 3Y | +69.8% | +69.7% | +0.2% | +20.2% |
| 5Y | +97.4% | +53.4% | +44.0% | +47.4% |
| 10Y | +255.6% | +219.2% | +36.4% | +85.3% |
| All | +696.3% | +349.0% | +347.3% | +309.0% |
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