+30.0%
KDP vs VCIT
+19.8%
+10.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.1% |
| 7D | +4.5% | +0.5% | +4.1% | +4.2% |
| 30D | +18.5% | +2.1% | +16.4% | +16.9% |
| 3M | +20.8% | -1.6% | +22.4% | +21.9% |
| 6M | +29.4% | -1.6% | +31.0% | +30.5% |
| YTD | +35.9% | -1.5% | +37.4% | +37.0% |
| 1Y | +42.5% | -0.4% | +42.8% | +42.8% |
| All | +30.0% | +19.8% | +10.2% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling