+1,232.8%
KDP vs VEU
+137.4%
+1,095.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.9% | -6.5% | -7.0% |
| 7D | -4.0% | +2.4% | -6.3% | -5.0% |
| 30D | +8.5% | -2.0% | +10.4% | +9.4% |
| 3M | +20.7% | -5.1% | +25.8% | +23.4% |
| 6M | +23.2% | -0.7% | +23.9% | +23.0% |
| YTD | +30.5% | +11.0% | +19.5% | +23.4% |
| 1Y | +35.9% | +12.4% | +23.5% | +27.7% |
| 3Y | +24.8% | +69.8% | -45.0% | -3.9% |
| 5Y | +13.4% | +48.2% | -34.8% | -7.8% |
| 10Y | +239.3% | +148.1% | +91.2% | +112.3% |
| All | +1,232.8% | +137.4% | +1,095.4% | +672.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling