+6.8%
KDP vs VT
+66.2%
-59.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.3% | +0.4% | +0.8% | +1.1% |
| 30D | +6.0% | +1.0% | +5.0% | +5.6% |
| 3M | +9.2% | +2.4% | +6.8% | +8.2% |
| 6M | +14.7% | +12.0% | +2.7% | +10.0% |
| YTD | +19.2% | +15.3% | +3.9% | +13.0% |
| 1Y | +15.2% | +22.6% | -7.4% | +6.7% |
| 3Y | +6.0% | +74.7% | -68.7% | -15.7% |
| All | +6.8% | +66.2% | -59.3% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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