-51.4%
KDK vs VT
+19.0%
-70.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | +0.2% |
| 7D | +8.1% | -0.1% | +8.3% | +8.3% |
| 30D | -12.1% | -0.7% | -11.4% | -11.1% |
| 3M | -37.1% | +4.0% | -41.1% | -40.1% |
| 6M | -55.5% | +12.3% | -67.8% | -62.0% |
| YTD | -64.7% | +14.0% | -78.7% | -70.5% |
| All | -51.4% | +19.0% | -70.5% | -60.2% |
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 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