+31.7%
KDP vs VLTO
+57.1%
-25.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | +4.0% | +1.5% | +2.5% | +3.6% |
| 30D | +16.8% | +20.9% | -4.2% | +11.0% |
| 3M | +32.0% | +21.4% | +10.6% | +25.3% |
| 6M | +35.2% | +37.6% | -2.4% | +24.4% |
| YTD | +40.9% | +19.5% | +21.4% | +33.6% |
| 1Y | +47.7% | +22.0% | +25.6% | +38.9% |
| 3Y | +34.8% | +70.7% | -35.9% | +19.5% |
| All | +31.7% | +57.1% | -25.4% | +18.8% |
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