+7.6%
KDP vs VO
+56.6%
-49.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +1.3% | -0.3% | +1.5% | +1.4% |
| 30D | +6.0% | -0.3% | +6.3% | +6.1% |
| 3M | +9.2% | +2.9% | +6.2% | +8.2% |
| 6M | +14.7% | +9.3% | +5.3% | +11.3% |
| YTD | +19.2% | +14.2% | +5.0% | +14.0% |
| 1Y | +15.2% | +15.3% | -0.1% | +9.7% |
| All | +7.6% | +56.6% | -49.1% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling