+1,117.5%
KDP vs VGT
+1,890.2%
-772.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +1.3% | +1.0% | +0.3% | +0.9% |
| 30D | +6.0% | +1.3% | +4.7% | +5.4% |
| 3M | +9.2% | -1.1% | +10.3% | +8.8% |
| 6M | +14.7% | +32.6% | -17.9% | +2.2% |
| YTD | +19.2% | +29.0% | -9.8% | +7.0% |
| 1Y | +15.2% | +39.7% | -24.5% | -0.1% |
| 3Y | +6.0% | +120.9% | -115.0% | -26.2% |
| 5Y | +5.4% | +133.6% | -128.1% | -30.5% |
| 10Y | +171.9% | +792.6% | -620.7% | -13.3% |
| All | +1,117.5% | +1,890.2% | -772.8% | +103.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling