+764.9%
KDP vs VXUS
+179.6%
+585.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | +1.3% | +1.0% | +0.3% | +0.9% |
| 30D | +6.0% | +2.2% | +3.8% | +5.0% |
| 3M | +9.2% | +3.0% | +6.2% | +7.6% |
| 6M | +14.7% | +10.7% | +4.0% | +9.4% |
| YTD | +19.2% | +17.8% | +1.4% | +10.6% |
| 1Y | +15.2% | +27.6% | -12.4% | +3.2% |
| 3Y | +6.0% | +73.3% | -67.3% | -17.3% |
| 5Y | +5.4% | +54.3% | -48.9% | -14.2% |
| 10Y | +171.9% | +149.8% | +22.0% | +75.4% |
| All | +764.9% | +179.6% | +585.3% | +414.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling