+22.6%
KDP vs VGT
+111.0%
-88.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.1% | +1.5% |
| 7D | +4.0% | -1.6% | +5.6% | +4.1% |
| 30D | +16.8% | -10.1% | +26.9% | +17.7% |
| 3M | +32.0% | -5.3% | +37.3% | +32.4% |
| 6M | +35.2% | +0.2% | +34.9% | +34.5% |
| YTD | +40.9% | +21.1% | +19.8% | +36.8% |
| 1Y | +47.7% | +18.2% | +29.5% | +43.8% |
| 3Y | +34.8% | +107.4% | -72.6% | +16.7% |
| 5Y | +22.6% | +111.5% | -88.9% | +2.6% |
| All | +22.6% | +111.0% | -88.4% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling