+229.6%
KDP vs VXUS
+135.4%
+94.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | +2.2% | -1.8% | +4.0% | +3.0% |
| 30D | +19.9% | -4.6% | +24.5% | +22.2% |
| 3M | +21.5% | -6.1% | +27.6% | +24.5% |
| 6M | +30.1% | -4.9% | +35.0% | +32.2% |
| YTD | +34.9% | +8.1% | +26.9% | +29.1% |
| 1Y | +43.4% | +12.1% | +31.3% | +34.9% |
| 3Y | +29.1% | +63.9% | -34.8% | +0.9% |
| 5Y | +15.0% | +43.1% | -28.1% | -4.6% |
| All | +229.6% | +135.4% | +94.3% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling