+169.5%
KDP vs VTR
+99.2%
+70.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -3.7% | -0.3% | -3.4% | -3.6% |
| 30D | +6.2% | +1.1% | +5.1% | +6.0% |
| 3M | +1.2% | +7.9% | -6.7% | -0.6% |
| 6M | +15.3% | +6.2% | +9.2% | +13.6% |
| YTD | +14.8% | +17.7% | -2.9% | +10.6% |
| 1Y | +17.6% | +32.9% | -15.3% | +10.3% |
| 3Y | +2.1% | +129.7% | -127.6% | -15.3% |
| 5Y | +2.7% | +89.3% | -86.6% | -12.5% |
| All | +169.5% | +99.2% | +70.3% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling