+1,116.0%
KDP vs VNQ
+201.2%
+914.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.1% | -0.4% | +2.5% | +2.2% |
| 30D | +8.5% | -2.5% | +11.0% | +9.4% |
| 3M | +6.6% | +1.4% | +5.2% | +6.2% |
| 6M | +17.1% | +4.6% | +12.5% | +15.4% |
| YTD | +19.0% | +10.5% | +8.5% | +15.2% |
| 1Y | +21.8% | +8.4% | +13.4% | +18.6% |
| 3Y | +6.4% | +32.4% | -26.0% | -3.6% |
| 5Y | +5.1% | +5.5% | -0.3% | +1.7% |
| 10Y | +175.8% | +59.1% | +116.7% | +129.9% |
| All | +1,116.0% | +201.2% | +914.8% | +678.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 all: compounded portfolio wealth divided by compounded VNQ 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…
all analysis · Full analysis span regression · 6 months rolling