+17.6%
KDP vs VTV
+24.1%
-6.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.7% |
| 7D | -3.7% | -1.1% | -2.6% | -3.0% |
| 30D | +6.2% | -1.0% | +7.2% | +6.9% |
| 3M | +1.2% | +4.6% | -3.4% | -1.4% |
| 6M | +15.3% | +13.5% | +1.8% | +6.9% |
| YTD | +14.8% | +18.5% | -3.7% | +3.9% |
| 1Y | +17.6% | +22.9% | -5.3% | +3.4% |
| All | +17.6% | +24.1% | -6.5% | +3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling