+16.2%
KDP vs VSH
+38.9%
-22.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.2% | +6.8% | +2.7% |
| 7D | -0.8% | +14.3% | -15.1% | -1.2% |
| 30D | +9.7% | -7.9% | +17.6% | +9.9% |
| 3M | +17.6% | -19.9% | +37.5% | +18.2% |
| 6M | +25.8% | -30.5% | +56.3% | +25.8% |
| YTD | +33.9% | +85.7% | -51.8% | +23.1% |
| 1Y | +38.9% | +98.9% | -60.1% | +26.9% |
| 3Y | +26.8% | +32.1% | -5.3% | +18.3% |
| All | +16.2% | +38.9% | -22.7% | +5.3% |
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