+6.4%
KDP vs VGT
+126.0%
-119.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +2.1% | +1.8% | +0.2% | +2.1% |
| 30D | +8.5% | -0.3% | +8.8% | +8.5% |
| 3M | +6.6% | +3.4% | +3.2% | +6.8% |
| 6M | +17.1% | +35.0% | -17.9% | +16.8% |
| YTD | +19.0% | +28.8% | -9.7% | +18.8% |
| 1Y | +21.8% | +38.0% | -16.2% | +21.3% |
| 3Y | +6.4% | +125.8% | -119.3% | -1.4% |
| All | +6.4% | +126.0% | -119.6% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling