+29.7%
KBWY vs VT
+74.1%
-44.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.5% |
| 30D | +3.5% | -2.6% | +6.1% | +5.4% |
| 3M | -5.6% | -3.2% | -2.3% | -3.4% |
| 6M | +1.5% | +0.9% | +0.6% | +0.3% |
| YTD | +17.2% | +11.3% | +5.9% | +6.9% |
| 1Y | +18.7% | +14.0% | +4.7% | +6.0% |
| 3Y | +29.7% | +75.8% | -46.2% | -38.9% |
| All | +29.7% | +74.1% | -44.4% | -38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling