-32.5%
KC vs VT
+10.7%
-43.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +4.9% | +8.5% |
| 7D | +0.2% | -4.2% | +4.4% | +8.3% |
| 30D | -12.6% | -5.8% | -6.8% | -2.0% |
| 3M | -34.7% | -5.2% | -29.4% | -27.2% |
| 6M | -46.7% | +0.1% | -46.9% | -46.1% |
| YTD | -21.0% | +8.2% | -29.2% | -26.4% |
| 1Y | -32.5% | +10.1% | -42.7% | -37.9% |
| All | -32.5% | +10.7% | -43.2% | -37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling