+1,098.4%
KDP vs VTV
+463.1%
+635.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -1.6% | -0.7% | -0.9% | -1.2% |
| 30D | +9.5% | -0.5% | +10.0% | +9.8% |
| 3M | +2.6% | +5.3% | -2.7% | -0.3% |
| 6M | +15.6% | +12.9% | +2.8% | +7.9% |
| YTD | +17.3% | +18.5% | -1.1% | +6.5% |
| 1Y | +20.1% | +25.3% | -5.2% | +5.6% |
| 3Y | +4.9% | +68.2% | -63.3% | -22.5% |
| 5Y | +5.0% | +80.6% | -75.6% | -25.8% |
| 10Y | +179.8% | +232.9% | -53.2% | +35.0% |
| All | +1,098.4% | +463.1% | +635.4% | +296.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling