+6.8%
KDP vs VSH
+64.7%
-57.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.4% | -5.3% | -1.1% |
| 7D | +1.3% | +4.1% | -2.8% | +1.1% |
| 30D | +6.0% | -4.2% | +10.1% | +6.1% |
| 3M | +9.2% | -50.0% | +59.2% | +13.3% |
| 6M | +14.7% | +80.2% | -65.5% | +7.2% |
| YTD | +19.2% | +121.1% | -101.9% | +9.2% |
| 1Y | +15.2% | +112.0% | -96.8% | +5.7% |
| 3Y | +6.0% | +22.5% | -16.6% | +2.8% |
| All | +6.8% | +64.7% | -57.8% | -4.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling