+1,193.8%
KDP vs VCIT
+96.6%
+1,097.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +4.5% | +0.5% | +4.1% | +4.4% |
| 30D | +18.5% | +2.1% | +16.4% | +17.8% |
| 3M | +20.8% | -1.6% | +22.4% | +21.4% |
| 6M | +29.4% | -1.6% | +31.0% | +30.0% |
| YTD | +35.9% | -1.5% | +37.4% | +36.5% |
| 1Y | +42.5% | -0.4% | +42.8% | +42.7% |
| 3Y | +29.4% | +19.6% | +9.8% | +24.0% |
| 5Y | +15.8% | +3.3% | +12.5% | +12.5% |
| 10Y | +236.5% | +28.9% | +207.6% | +231.5% |
| All | +1,193.8% | +96.6% | +1,097.1% | +1,542.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling