+173.3%
KDP vs VCIT
+29.2%
+144.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +6.0% | -0.8% | +6.7% | +6.3% |
| 3M | +9.2% | -1.0% | +10.2% | +9.6% |
| 6M | +14.7% | -1.8% | +16.5% | +15.6% |
| YTD | +19.2% | -0.7% | +19.9% | +19.5% |
| 1Y | +15.2% | +1.0% | +14.2% | +14.8% |
| 3Y | +6.0% | +18.8% | -12.9% | -0.5% |
| 5Y | +5.4% | +3.5% | +1.9% | +1.7% |
| All | +173.3% | +29.2% | +144.1% | +181.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling