-7.0%
KCCA vs VT
+68.7%
-75.6%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +1.0% | +2.4% | -1.4% | +0.6% |
| 30D | +4.4% | -1.5% | +5.9% | +4.6% |
| 3M | +1.8% | -4.1% | +5.9% | +2.4% |
| 6M | +16.7% | +0.6% | +16.2% | +16.5% |
| YTD | +4.4% | +11.0% | -6.7% | +2.3% |
| 1Y | +7.6% | +13.3% | -5.7% | +5.1% |
| 3Y | -20.2% | +73.4% | -93.5% | -30.3% |
| 5Y | -20.0% | +57.4% | -77.4% | -27.7% |
| All | -7.0% | +68.7% | -75.6% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling