+30.1%
KDP vs VUG
-3.1%
+33.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.5% |
| 7D | +2.2% | -3.4% | +5.6% | +1.6% |
| 30D | +19.9% | -11.1% | +31.0% | +17.1% |
| 3M | +21.5% | -7.2% | +28.7% | +19.6% |
| 6M | +30.1% | -4.1% | +34.2% | +28.9% |
| All | +30.1% | -3.1% | +33.2% | +28.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling