+16.2%
KDP vs VWO
+25.3%
-9.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -0.8% | +2.0% | -2.8% | -1.1% |
| 30D | +9.7% | -4.3% | +14.0% | +10.6% |
| 3M | +17.6% | -6.4% | +24.0% | +19.0% |
| 6M | +25.8% | -5.6% | +31.4% | +26.9% |
| YTD | +33.9% | +5.2% | +28.7% | +31.7% |
| 1Y | +38.9% | +5.2% | +33.7% | +36.6% |
| 3Y | +26.8% | +55.5% | -28.7% | +13.4% |
| All | +16.2% | +25.3% | -9.1% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 5y: compounded portfolio wealth divided by compounded VWO 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…
5y analysis · Full analysis span regression · 6 months rolling