+183.9%
KDP vs VIG
+243.1%
-59.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | +2.1% | -0.4% | +2.5% | +2.3% |
| 30D | +8.5% | -2.1% | +10.6% | +9.8% |
| 3M | +6.6% | +3.3% | +3.3% | +4.7% |
| 6M | +17.1% | +9.3% | +7.8% | +11.3% |
| YTD | +19.0% | +10.1% | +8.9% | +12.6% |
| 1Y | +21.8% | +14.7% | +7.1% | +12.5% |
| 3Y | +6.4% | +56.9% | -50.5% | -18.6% |
| 5Y | +5.1% | +62.9% | -57.8% | -21.9% |
| All | +183.9% | +243.1% | -59.3% | +27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling