+1,267.4%
KDP vs VWO
+79.8%
+1,187.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -0.8% | +2.0% | -2.8% | -1.4% |
| 30D | +9.7% | -4.3% | +14.0% | +11.3% |
| 3M | +17.6% | -6.4% | +24.0% | +20.2% |
| 6M | +25.8% | -5.6% | +31.4% | +27.8% |
| YTD | +33.9% | +5.2% | +28.7% | +30.6% |
| 1Y | +38.9% | +5.2% | +33.7% | +35.5% |
| 3Y | +26.8% | +55.5% | -28.7% | +6.7% |
| 5Y | +16.3% | +25.6% | -9.2% | +4.7% |
| 10Y | +248.1% | +110.8% | +137.3% | +152.0% |
| All | +1,267.4% | +79.8% | +1,187.6% | +805.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling