+256.4%
KDP vs VIG
+259.6%
-3.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | +8.2% | +1.0% | +7.2% | +7.6% |
| 30D | +18.4% | +4.5% | +13.8% | +15.4% |
| 3M | +29.2% | +2.1% | +27.2% | +27.8% |
| 6M | +32.3% | +10.5% | +21.8% | +25.0% |
| YTD | +38.5% | +15.1% | +23.4% | +27.8% |
| 1Y | +48.5% | +16.9% | +31.6% | +35.8% |
| 3Y | +32.5% | +65.6% | -33.1% | -1.7% |
| 5Y | +19.7% | +64.4% | -44.7% | -11.4% |
| 10Y | +256.4% | +260.6% | -4.2% | +50.6% |
| All | +256.4% | +259.6% | -3.3% | +50.6% |
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