+179.8%
KDP vs VIG
+241.3%
-61.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -1.6% | -1.2% | -0.4% | -0.9% |
| 30D | +9.5% | -2.8% | +12.3% | +11.3% |
| 3M | +2.6% | +2.5% | +0.2% | +1.2% |
| 6M | +15.6% | +8.1% | +7.5% | +10.6% |
| YTD | +17.3% | +9.6% | +7.8% | +11.3% |
| 1Y | +20.1% | +14.2% | +5.9% | +11.3% |
| 3Y | +4.9% | +56.1% | -51.2% | -19.6% |
| 5Y | +5.0% | +62.8% | -57.8% | -22.0% |
| 10Y | +179.8% | +248.2% | -68.4% | +26.0% |
| All | +179.8% | +241.3% | -61.5% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VIG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling