+5.1%
KDP vs VEU
+56.3%
-51.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +2.1% | +1.7% | +0.4% | +1.6% |
| 30D | +8.5% | +1.0% | +7.5% | +8.1% |
| 3M | +6.6% | +5.6% | +1.0% | +4.6% |
| 6M | +17.1% | +13.7% | +3.4% | +11.8% |
| YTD | +19.0% | +17.7% | +1.3% | +12.2% |
| 1Y | +21.8% | +25.8% | -4.0% | +12.1% |
| 3Y | +6.4% | +77.1% | -70.7% | -14.1% |
| 5Y | +5.1% | +57.1% | -52.0% | -10.5% |
| All | +5.1% | +56.3% | -51.1% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling