+170.1%
KDP vs VTV
+232.1%
-62.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -4.3% | -2.1% | -2.3% | -3.3% |
| 30D | +7.8% | -1.3% | +9.1% | +8.6% |
| 3M | -0.1% | +5.6% | -5.7% | -2.9% |
| 6M | +14.0% | +12.4% | +1.6% | +7.2% |
| YTD | +15.1% | +17.6% | -2.6% | +5.6% |
| 1Y | +18.5% | +23.5% | -5.0% | +6.1% |
| 3Y | +2.9% | +67.0% | -64.1% | -21.7% |
| 5Y | +3.0% | +80.5% | -77.6% | -25.0% |
| All | +170.1% | +232.1% | -62.0% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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