+21.8%
KDP vs VSH
+105.2%
-83.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +2.1% | +6.2% | -4.1% | +2.0% |
| 30D | +8.5% | -11.1% | +19.6% | +8.6% |
| 3M | +6.6% | -44.9% | +51.5% | +8.1% |
| 6M | +17.1% | +90.0% | -72.9% | +8.5% |
| YTD | +19.0% | +118.8% | -99.7% | +7.8% |
| 1Y | +21.8% | +109.0% | -87.2% | +10.0% |
| All | +21.8% | +105.2% | -83.5% | +10.0% |
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