+27.2%
KDP vs VLTO
+56.1%
-28.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +0.3% | +2.0% | -1.7% | -0.2% |
| 30D | +16.3% | +21.8% | -5.5% | +10.3% |
| 3M | +24.0% | +20.2% | +3.8% | +18.0% |
| 6M | +30.0% | +36.3% | -6.4% | +19.9% |
| YTD | +36.1% | +18.8% | +17.2% | +29.2% |
| 1Y | +46.8% | +20.4% | +26.4% | +38.7% |
| 3Y | +30.5% | +71.9% | -41.4% | +15.5% |
| All | +27.2% | +56.1% | -28.9% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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