+45.9%
KDP vs VUG
+3.5%
+42.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -1.9% | +1.3% |
| 7D | +0.3% | +0.5% | -0.2% | +0.5% |
| 30D | +16.3% | -8.2% | +24.5% | +14.7% |
| 3M | +24.0% | -5.4% | +29.4% | +22.8% |
| 6M | +30.0% | -2.5% | +32.5% | +29.7% |
| YTD | +36.1% | +4.2% | +31.9% | +34.3% |
| All | +45.9% | +3.5% | +42.5% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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