+1,492.3%
KDP vs VT
+363.9%
+1,128.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.7% | +4.2% | +5.1% |
| 7D | +5.3% | -0.3% | +5.6% | +5.5% |
| 30D | +19.1% | -1.4% | +20.5% | +19.9% |
| 3M | +19.2% | -1.4% | +20.5% | +19.9% |
| 6M | +29.3% | +5.5% | +23.8% | +25.4% |
| YTD | +35.5% | +12.8% | +22.7% | +26.8% |
| 1Y | +43.5% | +15.4% | +28.0% | +32.7% |
| 3Y | +29.0% | +76.9% | -47.8% | -5.2% |
| 5Y | +16.2% | +60.4% | -44.2% | -11.1% |
| 10Y | +235.5% | +232.8% | +2.8% | +71.8% |
| All | +1,492.3% | +363.9% | +1,128.4% | +468.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling