+43.5%
KDP vs VEU
+17.0%
+26.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.0% | +3.9% | +5.7% |
| 7D | +5.3% | +0.2% | +5.1% | +5.2% |
| 30D | +19.1% | -2.1% | +21.2% | +19.2% |
| 3M | +19.2% | -2.7% | +21.9% | +19.3% |
| 6M | +29.3% | +3.2% | +26.1% | +28.0% |
| YTD | +35.5% | +12.6% | +23.0% | +32.6% |
| 1Y | +43.5% | +17.1% | +26.4% | +38.7% |
| All | +43.5% | +17.0% | +26.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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