+247.9%
KDP vs VEU
+149.9%
+98.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -0.8% | +2.1% | -2.9% | -1.6% |
| 30D | +9.7% | -0.9% | +10.6% | +10.1% |
| 3M | +17.6% | -5.4% | +23.0% | +20.2% |
| 6M | +25.8% | -1.8% | +27.6% | +26.1% |
| YTD | +33.9% | +10.9% | +22.9% | +26.7% |
| 1Y | +38.9% | +13.6% | +25.3% | +30.1% |
| 3Y | +26.8% | +69.3% | -42.5% | -2.2% |
| 5Y | +16.3% | +48.1% | -31.8% | -4.8% |
| All | +247.9% | +149.9% | +98.0% | +97.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling