+17.0%
KDP vs VO
+32.6%
-15.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +2.2% | -2.6% | +4.8% | +3.2% |
| 30D | +19.9% | -0.9% | +20.9% | +20.3% |
| 3M | +21.5% | -3.0% | +24.5% | +22.8% |
| 6M | +30.1% | +2.2% | +27.9% | +29.0% |
| YTD | +34.9% | +10.6% | +24.4% | +29.9% |
| 1Y | +43.4% | +12.5% | +30.9% | +37.1% |
| 3Y | +29.1% | +61.4% | -32.3% | +6.4% |
| All | +17.0% | +32.6% | -15.7% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling