+5.0%
KDP vs VWO
+34.2%
-29.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.3% |
| 7D | -1.6% | +0.2% | -1.7% | -1.6% |
| 30D | +9.5% | +0.9% | +8.6% | +9.3% |
| 3M | +2.6% | +4.3% | -1.6% | +1.7% |
| 6M | +15.6% | +10.5% | +5.1% | +12.9% |
| YTD | +17.3% | +13.4% | +4.0% | +13.8% |
| 1Y | +20.1% | +18.6% | +1.5% | +15.3% |
| 3Y | +4.9% | +65.8% | -60.9% | -7.4% |
| All | +5.0% | +34.2% | -29.2% | -0.3% |
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