-38.6%
KD vs VT
+15.2%
-53.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +30.1% | +1.7% | +28.4% | +29.2% |
| 7D | +19.5% | -0.3% | +19.8% | +19.4% |
| 30D | +45.0% | -1.4% | +46.5% | +45.4% |
| 3M | +14.6% | -1.4% | +16.0% | +15.0% |
| 6M | +17.0% | +5.5% | +11.6% | +14.1% |
| YTD | -36.6% | +12.8% | -49.4% | -42.6% |
| 1Y | -38.6% | +15.4% | -54.0% | -45.6% |
| All | -38.6% | +15.2% | -53.8% | -45.6% |
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