+47.7%
KDP vs VFC
+43.0%
+4.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +1.8% |
| 7D | +4.0% | -1.4% | +5.4% | +4.1% |
| 30D | +16.8% | +30.7% | -13.9% | +13.5% |
| 3M | +32.0% | +40.6% | -8.6% | +27.2% |
| 6M | +35.2% | +16.5% | +18.7% | +31.4% |
| YTD | +40.9% | +16.2% | +24.7% | +34.9% |
| 1Y | +47.7% | +42.4% | +5.2% | +39.6% |
| All | +47.7% | +43.0% | +4.6% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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