-67.7%
KD vs VT
+66.9%
-134.6%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.4% | +0.4% | -0.8% | -1.0% |
| 30D | -5.4% | +1.0% | -6.4% | -6.5% |
| 3M | +8.3% | +2.4% | +5.9% | +4.2% |
| 6M | +0.1% | +12.0% | -11.9% | -16.1% |
| YTD | -50.5% | +15.3% | -65.8% | -60.8% |
| 1Y | -58.6% | +22.6% | -81.2% | -70.1% |
| 3Y | -22.0% | +74.7% | -96.7% | -66.0% |
| All | -67.7% | +66.9% | -134.6% | -86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling