+26.1%
KDP vs VLTO
+54.8%
-28.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +2.2% | +5.4% | -3.2% | +0.8% |
| 30D | +19.9% | +22.3% | -2.4% | +13.6% |
| 3M | +21.5% | +19.6% | +1.9% | +15.8% |
| 6M | +30.1% | +35.2% | -5.0% | +20.3% |
| YTD | +34.9% | +17.9% | +17.1% | +28.4% |
| 1Y | +43.4% | +19.5% | +23.9% | +35.7% |
| 3Y | +29.1% | +73.9% | -44.8% | +14.0% |
| All | +26.1% | +54.8% | -28.7% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling