+43.5%
KDP vs VCIT
-0.8%
+44.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +5.2% |
| 7D | +5.3% | +0.4% | +4.9% | +4.7% |
| 30D | +19.1% | +2.2% | +16.9% | +16.5% |
| 3M | +19.2% | -1.8% | +21.0% | +20.4% |
| 6M | +29.3% | -1.6% | +30.9% | +30.7% |
| YTD | +35.5% | -1.7% | +37.3% | +38.2% |
| 1Y | +43.5% | -0.8% | +44.3% | +46.0% |
| All | +43.5% | -0.8% | +44.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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