+43.5%
KDP vs VSH
+62.1%
-18.6%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.1% | +11.0% | +5.7% |
| 7D | +5.3% | -13.6% | +19.0% | +4.9% |
| 30D | +19.1% | -30.4% | +49.5% | +18.4% |
| 3M | +19.2% | -33.3% | +52.4% | +18.5% |
| 6M | +29.3% | -15.1% | +44.3% | +26.1% |
| YTD | +35.5% | +80.2% | -44.7% | +27.7% |
| 1Y | +43.5% | +63.4% | -19.9% | +35.8% |
| All | +43.5% | +62.1% | -18.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling