+249.9%
KDP vs VTEB
+26.6%
+223.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.1% | -0.2% | +2.3% | +2.1% |
| 30D | +8.5% | -1.6% | +10.1% | +8.7% |
| 3M | +6.6% | -2.0% | +8.6% | +6.9% |
| 6M | +17.1% | -1.7% | +18.8% | +17.3% |
| YTD | +19.0% | -0.6% | +19.6% | +19.2% |
| 1Y | +21.8% | +1.8% | +19.9% | +21.7% |
| 3Y | +6.4% | +9.6% | -3.1% | +5.7% |
| 5Y | +5.1% | +2.1% | +3.1% | +4.1% |
| 10Y | +175.8% | +18.9% | +156.9% | +196.4% |
| All | +249.9% | +26.6% | +223.3% | +304.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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