+5.0%
KDP vs VGT
+134.3%
-129.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -1.6% | +1.5% | -3.0% | -1.7% |
| 30D | +9.5% | +0.5% | +9.0% | +9.4% |
| 3M | +2.6% | +5.3% | -2.6% | +2.0% |
| 6M | +15.6% | +32.4% | -16.8% | +11.5% |
| YTD | +17.3% | +28.6% | -11.3% | +13.4% |
| 1Y | +20.1% | +37.6% | -17.5% | +14.8% |
| 3Y | +4.9% | +125.5% | -120.6% | -10.2% |
| 5Y | +5.0% | +135.2% | -130.2% | -13.5% |
| All | +5.0% | +134.3% | -129.3% | -13.5% |
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