+1,290.0%
KDP vs VEU
+138.9%
+1,151.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | -0.4% |
| 7D | +0.3% | +0.8% | -0.4% | 0.0% |
| 30D | +16.3% | -1.6% | +17.9% | +17.1% |
| 3M | +24.0% | -4.2% | +28.2% | +26.2% |
| 6M | +30.0% | -1.5% | +31.5% | +30.2% |
| YTD | +36.1% | +11.7% | +24.4% | +28.3% |
| 1Y | +46.8% | +15.6% | +31.2% | +36.2% |
| 3Y | +30.5% | +71.7% | -41.3% | -0.1% |
| 5Y | +17.9% | +49.5% | -31.6% | -4.5% |
| 10Y | +239.3% | +145.6% | +93.6% | +113.2% |
| All | +1,290.0% | +138.9% | +1,151.1% | +703.2% |
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