-31.7%
KE vs VT
+11.9%
-43.6%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +4.1% |
| 7D | -1.7% | +2.9% | -4.6% | -7.2% |
| 30D | -29.0% | -2.5% | -26.5% | -24.3% |
| 3M | -20.2% | -3.3% | -16.9% | -13.6% |
| 6M | -20.6% | +1.5% | -22.1% | -20.5% |
| YTD | -27.7% | +11.4% | -39.1% | -38.8% |
| 1Y | -31.7% | +11.9% | -43.7% | -42.5% |
| All | -31.7% | +11.9% | -43.6% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling