+266.4%
KDP vs VCIT
+30.4%
+236.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | +4.0% | -0.5% | +4.5% | +4.2% |
| 30D | +16.8% | +1.0% | +15.8% | +16.3% |
| 3M | +32.0% | -1.4% | +33.4% | +32.8% |
| 6M | +35.2% | -2.1% | +37.2% | +36.3% |
| YTD | +40.9% | -1.8% | +42.7% | +41.9% |
| 1Y | +47.7% | -1.4% | +49.0% | +48.5% |
| 3Y | +34.8% | +19.3% | +15.5% | +26.9% |
| 5Y | +22.6% | +4.1% | +18.5% | +18.1% |
| 10Y | +266.4% | +30.9% | +235.5% | +277.9% |
| All | +266.4% | +30.4% | +236.1% | +277.9% |
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