+2.0%
KBWY vs VT
+59.8%
-57.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.5% |
| 7D | -2.3% | -0.7% | -1.6% | -1.9% |
| 30D | +2.2% | -1.7% | +3.9% | +3.5% |
| 3M | -4.4% | -2.3% | -2.1% | -2.8% |
| 6M | +1.3% | +1.5% | -0.2% | -0.5% |
| YTD | +16.1% | +12.0% | +4.1% | +4.8% |
| 1Y | +16.7% | +12.9% | +3.8% | +4.5% |
| 3Y | +27.5% | +74.9% | -47.4% | -22.8% |
| 5Y | +2.0% | +59.9% | -57.9% | -34.5% |
| All | +2.0% | +59.8% | -57.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling