+1,278.3%
KDP vs VSH
+277.6%
+1,000.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.7% | -6.4% | -1.5% |
| 7D | +2.2% | -12.9% | +15.1% | +3.8% |
| 30D | +19.9% | -36.9% | +56.8% | +27.0% |
| 3M | +21.5% | -28.8% | +50.2% | +25.6% |
| 6M | +30.1% | -30.3% | +60.4% | +31.3% |
| YTD | +34.9% | +62.4% | -27.4% | +17.1% |
| 1Y | +43.4% | +62.5% | -19.1% | +24.1% |
| 3Y | +29.1% | +7.4% | +21.7% | +15.6% |
| 5Y | +15.0% | +25.4% | -10.4% | -1.7% |
| 10Y | +234.1% | +102.6% | +131.4% | +144.4% |
| All | +1,278.3% | +277.6% | +1,000.8% | +559.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling