+247.9%
KDP vs VTV
+230.1%
+17.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | -0.8% | +2.9% | -3.7% | -2.3% |
| 30D | +9.7% | +3.8% | +5.9% | +7.6% |
| 3M | +17.6% | +1.6% | +16.1% | +16.7% |
| 6M | +25.8% | +11.2% | +14.6% | +19.0% |
| YTD | +33.9% | +22.0% | +11.9% | +20.6% |
| 1Y | +38.9% | +24.9% | +14.0% | +23.6% |
| 3Y | +26.8% | +78.5% | -51.7% | -6.9% |
| 5Y | +16.3% | +77.8% | -61.4% | -14.7% |
| All | +247.9% | +230.1% | +17.8% | +78.7% |
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